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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
Q2 		– Sell
-4,382
Closed -$306K – 309
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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Naviter Wealth's IEMG Position: Q2 2026 in Review

Naviter Wealth sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 4,382 shares — an estimated $306K sold.

Naviter Wealth first reported a position in IEMG in Q4 2023 and held it in 10 quarters. The position peaked at $827K in Q1 2024. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Naviter Wealth reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Naviter Wealth sold 4,382 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $306K.
  • Naviter Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 10 quarters.
  • Naviter Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $827K in Q1 2024.
  • 2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.