Modern Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Modern Wealth Management’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	$23.7M	Buy	336,517 +52,282	+18%	+$3.77M	0.4%	65
2025 Q4	$19.1M	Buy	284,235 +77,980	+38%	+$5.23M	0.35%	76
2025 Q3	$13.6M	Buy	206,255 +2,390	+1%	+$149K	0.27%	96
2025 Q2	$12.2M	Buy	203,865 +83,216	+69%	+$4.64M	0.3%	84
2025 Q1	$6.28M	Buy	120,649 +63,732	+112%	+$3.43M	0.2%	103
2024 Q4	$2.97M	Buy	56,917 +17,301	+44%	+$958K	0.11%	151
2024 Q3	$2.27M	Buy	39,616 +6,407	+19%	+$347K	0.14%	101
2024 Q2	$1.78M	Buy	33,209 +13,409	+68%	+$707K	0.13%	93
2024 Q1	$1.02M	Buy	19,800 +15,169	+328%	+$760K	0.09%	113
2023 Q4	$234K	Buy	+4,631	New	+$224K	0.03%	169

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Modern Wealth Management's IEMG Position: Q1 2026 in Review

Modern Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q1 2026, buying an estimated $3.77M and bringing the position to 336,517 shares worth $23.7M. The position accounts for 0.4% of the portfolio, ranked #65.

Modern Wealth Management first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Modern Wealth Management held 336,517 shares of iShares Core MSCI Emerging Markets ETF worth $23.7M as of Q1 2026.
Modern Wealth Management bought 52,282 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.77M.
iShares Core MSCI Emerging Markets ETF made up 0.4% of Modern Wealth Management's portfolio in Q1 2026, its #65 holding.
Modern Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.