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Mowery & Schoenfeld Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-73
Closed -$4.91K – 423
2025
Q4 		$4.91K Buy
+73
New +$4.9K 0.01% 327
2025
Q2 		– Sell
-590
Closed -$31.8K – 422
2025
Q1 		$31.8K Buy
+590
New +$31.8K 0.06% 164

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IEMG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 73 shares — an estimated $4.91K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IEMG in Q1 2025 and held it in 2 quarters. The position peaked at $31.8K in Q1 2025. 2,297 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 73 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.91K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $31.8K in Q1 2025.
  • 2,297 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.