MontVue Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

MontVue Capital 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	$238K	Sell	3,410 -421	-11%	-$30.4K	0.16%	59
2025 Q4	$258K	Buy	3,831 +2	+0.1%	+$134	0.17%	59
2025 Q3	$252K	Sell	3,829 -83	-2%	-$5.18K	0.17%	60
2025 Q2	$235K	Buy	3,912 +20	+0.5%	+$1.12K	0.17%	56
2025 Q1	$210K	Sell	3,892 -88	-2%	-$4.74K	0.17%	53
2024 Q4	$208K	Hold	3,980	–	–	0.16%	56
2024 Q3	$228K	Buy	3,980 +194	+5%	+$10.5K	0.18%	51
2024 Q2	$203K	Buy	+3,786	New	+$200K	0.16%	58

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

MontVue Capital Management's IEMG Position: Q1 2026 in Review

MontVue Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, selling an estimated $30.4K and leaving 3,410 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #59.

MontVue Capital Management first reported a position in IEMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $258K in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

MontVue Capital Management held 3,410 shares of iShares Core MSCI Emerging Markets ETF worth $238K as of Q1 2026.
MontVue Capital Management sold 421 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $30.4K.
iShares Core MSCI Emerging Markets ETF made up 0.16% of MontVue Capital Management's portfolio in Q1 2026, its #59 holding.
MontVue Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
MontVue Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $258K in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.