MWA
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Midland Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Midland Wealth Advisors’s Portfolio IEMG Stock Details IEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.6M Buy
1,198,339
+270,502
+29% +$19.5M 4.31% 6
2025
Q4 		$62.4M Buy
927,837
+20,096
+2% +$1.35M 3.25% 10
2025
Q3 		$59.8M Sell
907,741
-52,868
-6% -$3.3M 3.2% 10
2025
Q2 		$57.7M Buy
960,609
+6,424
+0.7% +$358K 3.19% 12
2025
Q1 		$51.5M Buy
954,185
+31,581
+3% +$1.7M 3.03% 12
2024
Q4 		$48.2M Buy
922,604
+4,791
+0.5% +$265K 2.9% 12
2024
Q3 		$52.7M Buy
917,813
+45,103
+5% +$2.44M 3.09% 12
2024
Q2 		$46.7M Buy
872,710
+23,596
+3% +$1.24M 2.77% 11
2024
Q1 		$43.8M Buy
849,114
+42,720
+5% +$2.14M 2.7% 12
2023
Q4 		$40.8M Buy
+806,394
New +$39.1M 2.79% 12

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return