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

MorganRosel 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 		$521K Sell
7,466
-4,924
-40% -$355K 0.21% 75
2025
Q4 		$833K Sell
12,390
-337
-3% -$22.6K 0.21% 72
2025
Q3 		$839K Sell
12,727
-398
-3% -$24.8K 0.22% 71
2025
Q2 		$788K Buy
13,125
+441
+3% +$24.6K 0.21% 69
2025
Q1 		$685K Buy
12,684
+160
+1% +$8.61K 0.21% 69
2024
Q4 		$654K Sell
12,524
-237
-2% -$13.1K 0.21% 76
2024
Q3 		$733K Buy
12,761
+216
+2% +$11.7K 0.24% 67
2024
Q2 		$672K Buy
12,545
+163
+1% +$8.6K 0.24% 71
2024
Q1 		$639K Buy
12,382
+312
+3% +$15.6K 0.23% 74
2023
Q4 		$611K Buy
12,070
+76
+0.6% +$3.68K 0.24% 68
2023
Q3 		$571K Buy
11,994
+606
+5% +$30K 0.24% 68
2023
Q2 		$561K Buy
11,388
+359
+3% +$17.5K 0.23% 70
2023
Q1 		$538K Sell
11,029
-1,315
-11% -$64.5K 0.23% 70
2022
Q4 		$576K Sell
12,344
-1,276
-9% -$58K 0.27% 69
2022
Q3 		$585K Sell
13,620
-2,091
-13% -$100K 0.29% 63
2022
Q2 		$771K Buy
15,711
+509
+3% +$26.3K 0.41% 48
2022
Q1 		$844K Sell
15,202
-1,791
-11% -$103K 0.41% 51
2021
Q4 		$1.02M Buy
16,993
+413
+2% +$25.5K 0.49% 38
2021
Q3 		$1.02M Buy
16,580
+3,728
+29% +$237K 0.56% 26
2021
Q2 		$861K Buy
12,852
+1,116
+10% +$73.5K 0.48% 42
2021
Q1 		$755K Buy
11,736
+478
+4% +$31.4K 0.48% 45
2020
Q4 		$698K Buy
11,258
+418
+4% +$24.1K 0.49% 39
2020
Q3 		$572K Buy
10,840
+748
+7% +$39.2K 0.46% 46
2020
Q2 		$480K Buy
10,092
+1,477
+17% +$65.9K 0.44% 50
2020
Q1 		$349K Buy
8,615
+686
+9% +$33.7K 0.4% 52
2019
Q4 		$426K Buy
7,929
+35
+0.4% +$1.8K 0.32% 58
2019
Q3 		$387K Buy
7,894
+1,057
+15% +$52.4K 0.32% 57
2019
Q2 		$352K Buy
6,837
+762
+13% +$38.9K 0.29% 54
2019
Q1 		$314K Buy
6,075
+349
+6% +$17.7K 0.27% 56
2018
Q4 		$270K Buy
+5,726
New +$277K 0.28% 56

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

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

MorganRosel Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 40% in Q1 2026, selling an estimated $355K and leaving 7,466 shares worth $521K. The position accounts for 0.21% of the portfolio, ranked #75.

MorganRosel Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.02M in Q3 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • MorganRosel Wealth Management held 7,466 shares of iShares Core MSCI Emerging Markets ETF worth $521K as of Q1 2026.
  • MorganRosel Wealth Management sold 4,924 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $355K.
  • iShares Core MSCI Emerging Markets ETF made up 0.21% of MorganRosel Wealth Management's portfolio in Q1 2026, its #75 holding.
  • MorganRosel Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.02M in Q3 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.