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Mosaic Family Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Mosaic Family Wealth Partners’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 		$1.33M Sell
19,055
-1,450
-7% -$105K 0.14% 93
2025
Q4 		$1.38M Sell
20,505
-200
-1% -$13.4K 0.15% 76
2025
Q3 		$1.36M Buy
20,705
+585
+3% +$36.5K 0.16% 66
2025
Q2 		$1.21M Sell
20,120
-402
-2% -$22.4K 0.15% 71
2025
Q1 		$1.11M Sell
20,522
-375
-2% -$20.2K 0.16% 71
2024
Q4 		$1.09M Buy
20,897
+944
+5% +$52.3K 0.16% 69
2024
Q3 		$1.15M Buy
19,953
+180
+0.9% +$9.74K 0.17% 67
2024
Q2 		$1.06M Buy
19,773
+125
+0.6% +$6.59K 0.17% 68
2024
Q1 		$1.01M Sell
19,648
-1,084
-5% -$54.3K 0.17% 71
2023
Q4 		$1.05M Buy
20,732
+2,264
+12% +$110K 0.18% 66
2023
Q3 		$879K Sell
18,468
-1,325
-7% -$65.6K 0.18% 70
2023
Q2 		$976K Sell
19,793
-28
-0.1% -$1.37K 0.19% 60
2023
Q1 		$967K Buy
19,821
+8,844
+81% +$434K 0.2% 61
2022
Q4 		$513K Buy
+10,977
New +$499K 0.14% 100

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

Mosaic Family Wealth Partners's IEMG Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.1% in Q1 2026, selling an estimated $105K and leaving 19,055 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #93.

Mosaic Family Wealth Partners first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2025. 2,287 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Mosaic Family Wealth Partners held 19,055 shares of iShares Core MSCI Emerging Markets ETF worth $1.33M as of Q1 2026.
  • Mosaic Family Wealth Partners sold 1,450 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $105K.
  • iShares Core MSCI Emerging Markets ETF made up 0.14% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.38M in Q4 2025.
  • 2,287 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.