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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.3M Buy
147,504
+2,198
+2% +$159K 5.44% 5
2025
Q4
$9.77M Sell
145,306
-4,224
-3% -$283K 5.76% 6
2025
Q3
$9.86M Sell
149,530
-3,694
-2% -$230K 7.78% 5
2025
Q2
$9.2M Buy
153,224
+325
+0.2% +$18.1K 8.44% 5
2025
Q1
$8.25M Buy
152,899
+7,480
+5% +$403K 8.59% 4
2024
Q4
$7.59M Buy
+145,419
New +$8.05M 7.71% 5

Other funds holding IEMG

North Berkeley Wealth Management's IEMG Position: Q1 2026 in Review

North Berkeley Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.5% in Q1 2026, buying an estimated $159K and bringing the position to 147,504 shares worth $10.3M. The position accounts for 5.44% of the portfolio, ranked #5.

North Berkeley Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • North Berkeley Wealth Management held 147,504 shares of iShares Core MSCI Emerging Markets ETF worth $10.3M as of Q1 2026.
  • North Berkeley Wealth Management bought 2,198 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $159K.
  • iShares Core MSCI Emerging Markets ETF made up 5.44% of North Berkeley Wealth Management's portfolio in Q1 2026, its #5 holding.
  • North Berkeley Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.