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Milestone Asset Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Milestone Asset Management Group’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 		$478K Sell
6,847
-16
-0.2% -$1.16K 0.28% 72
2025
Q4 		$461K Buy
6,863
+61
+0.9% +$4.09K 0.26% 77
2025
Q3 		$448K Hold
6,802
– – 0.28% 76
2025
Q2 		$408K Buy
6,802
+88
+1% +$4.91K 0.3% 71
2025
Q1 		$362K Sell
6,714
-191
-3% -$10.3K 0.33% 70
2024
Q4 		$361K Buy
+6,905
New +$382K 0.32% 68

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return

Milestone Asset Management Group's IEMG Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.23% in Q1 2026, selling an estimated $1.16K and leaving 6,847 shares worth $478K. The position accounts for 0.28% of the portfolio, ranked #72.

Milestone Asset Management Group first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Milestone Asset Management Group held 6,847 shares of iShares Core MSCI Emerging Markets ETF worth $478K as of Q1 2026.
  • Milestone Asset Management Group sold 16 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Core MSCI Emerging Markets ETF made up 0.28% of Milestone Asset Management Group's portfolio in Q1 2026, its #72 holding.
  • Milestone Asset Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.