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

MTC 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	$6.77M	Sell	97,018 -62,812	-39%	-$4.53M	3.21%	13
2025 Q4	$10.7M	Sell	159,830 -4,818	-3%	-$323K	5.04%	8
2025 Q3	$10.9M	Sell	164,648 -3,051	-2%	-$190K	5.05%	8
2025 Q2	$10.1M	Sell	167,699 -4,162	-2%	-$232K	4.84%	8
2025 Q1	$9.28M	Sell	171,861 -70,216	-29%	-$3.78M	4.56%	8
2024 Q4	$12.6M	Sell	242,077 -53,207	-18%	-$2.95M	6.09%	6
2024 Q3	$17M	Sell	295,284 -3,287	-1%	-$178K	7.66%	6
2024 Q2	$16M	Sell	298,571 -6,685	-2%	-$352K	7.61%	6
2024 Q1	$15.8M	Sell	305,256 -4,448	-1%	-$223K	7.24%	6
2023 Q4	$15.7M	Sell	309,704 -3,157	-1%	-$153K	7.29%	6
2023 Q3	$14.9M	Buy	312,861 +11,689	+4%	+$578K	7.33%	6
2023 Q2	$14.8M	Buy	301,172 +11,338	+4%	+$554K	7.17%	7
2023 Q1	$14.1M	Buy	289,834 +9,086	+3%	+$446K	7.27%	6
2022 Q4	$13.1M	Buy	280,748 +1,594	+0.6%	+$72.5K	6.97%	7
2022 Q3	$12M	Buy	279,154 +10,055	+4%	+$482K	6.78%	7
2022 Q2	$13.2M	Sell	269,099 -134,361	-33%	-$6.94M	7.04%	6
2022 Q1	$22.4M	Buy	403,460 +112,429	+39%	+$6.5M	7.66%	7
2021 Q4	$17.4M	Buy	291,031 +13,458	+5%	+$830K	6.27%	8
2021 Q3	$17.1M	Buy	277,573 +16,488	+6%	+$1.05M	6.57%	7
2021 Q2	$17.5M	Buy	261,085 +21,781	+9%	+$1.44M	15.07%	4
2021 Q1	$15.4M	Buy	+239,304	New	+$15.7M	6.53%	8

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

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

MTC Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 39% in Q1 2026, selling an estimated $4.53M and leaving 97,018 shares worth $6.77M. The position accounts for 3.21% of the portfolio, ranked #13.

MTC Wealth Management first reported a position in IEMG in Q1 2021 and has held it in 21 quarters since. The position peaked at $22.4M in Q1 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

MTC Wealth Management held 97,018 shares of iShares Core MSCI Emerging Markets ETF worth $6.77M as of Q1 2026.
MTC Wealth Management sold 62,812 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.53M.
iShares Core MSCI Emerging Markets ETF made up 3.21% of MTC Wealth Management's portfolio in Q1 2026, its #13 holding.
MTC Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
MTC Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $22.4M in Q1 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on MTC Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.