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Montag & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Montag & Associates’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 		$1.45M Buy
20,847
+18,638
+844% +$1.35M 0.07% 204
2025
Q4 		$148K Buy
2,209
+1,950
+753% +$131K 0.01% 456
2025
Q3 		$17.1K Hold
259
– – ﹤0.01% 708
2025
Q2 		$15.5K Sell
259
-6
-2% -$335 ﹤0.01% 704
2025
Q1 		$14.3K Hold
265
– – ﹤0.01% 751
2024
Q4 		$13.8K Hold
265
– – ﹤0.01% 747
2024
Q3 		$15.2K Sell
265
-1,801
-87% -$97.5K ﹤0.01% 760
2024
Q2 		$111K Buy
2,066
+1,801
+680% +$95K 0.01% 481
2024
Q1 		$13.7K Sell
265
-2,620
-91% -$131K ﹤0.01% 735
2023
Q4 		$146K Sell
2,885
-3,060
-51% -$148K 0.01% 434
2023
Q3 		$283K Buy
5,945
+400
+7% +$19.8K 0.02% 344
2023
Q2 		$273K Sell
5,545
-5,551
-50% -$271K 0.02% 353
2023
Q1 		$541K Buy
11,096
+10,956
+7,826% +$537K 0.04% 269
2022
Q4 		$6.54K Sell
140
-927
-87% -$42.2K ﹤0.01% 788
2022
Q3 		$46K Hold
1,067
– – ﹤0.01% 546
2022
Q2 		$52K Hold
1,067
– – ﹤0.01% 519
2022
Q1 		$59K Hold
1,067
– – ﹤0.01% 534
2021
Q4 		$64K Hold
1,067
– – ﹤0.01% 535
2021
Q3 		$66K Buy
1,067
+948
+797% +$60.4K ﹤0.01% 530
2021
Q2 		$8K Hold
119
– – ﹤0.01% 740
2021
Q1 		$8K Buy
+119
New +$7.83K ﹤0.01% 741

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

Montag & Associates's IEMG Position: Q1 2026 in Review

Montag & Associates increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 844% in Q1 2026, buying an estimated $1.35M and bringing the position to 20,847 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #204.

Montag & Associates first reported a position in IEMG in Q1 2021 and has held it in 21 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Montag & Associates held 20,847 shares of iShares Core MSCI Emerging Markets ETF worth $1.45M as of Q1 2026.
  • Montag & Associates bought 18,638 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.35M.
  • iShares Core MSCI Emerging Markets ETF made up 0.07% of Montag & Associates's portfolio in Q1 2026, its #204 holding.
  • Montag & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.