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

Naviter Wealth’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	$306K	Buy	4,382 +79	+2%	+$5.7K	0.04%	234
2025 Q4	$289K	Hold	4,303	–	–	0.04%	235
2025 Q3	$284K	Sell	4,303 -3,800	-47%	-$237K	0.03%	235
2025 Q2	$486K	Sell	8,103 -1,600	-16%	-$89.3K	0.06%	193
2025 Q1	$525K	Buy	9,703 +139	+1%	+$7.48K	0.06%	202
2024 Q4	$499K	Buy	9,564 +3,996	+72%	+$221K	0.06%	206
2024 Q3	$320K	Hold	5,568	–	–	0.04%	200
2024 Q2	$298K	Sell	5,568 -10,466	-65%	-$552K	0.04%	197
2024 Q1	$827K	Buy	16,034 +10,466	+188%	+$524K	0.14%	170
2023 Q4	$282K	Buy	+5,568	New	+$270K	0.06%	189

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

Naviter Wealth's IEMG Position: Q1 2026 in Review

Naviter Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.8% in Q1 2026, buying an estimated $5.7K and bringing the position to 4,382 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #234.

Naviter Wealth first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $827K in Q1 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Naviter Wealth held 4,382 shares of iShares Core MSCI Emerging Markets ETF worth $306K as of Q1 2026.
Naviter Wealth bought 79 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $5.7K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #234 holding.
Naviter Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Naviter Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $827K in Q1 2024.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.