North Star Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

North Star Investment 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	$41.9K	Hold	600	–	–	﹤0.01%	778
2025 Q4	$40.3K	Buy	+600	New	+$40.3K	﹤0.01%	714
2025 Q2	–	Sell	-574	Closed	-$31K	–	1226
2025 Q1	$31K	Sell	574 -904	-61%	-$48.7K	﹤0.01%	701
2024 Q4	$77.2K	Sell	1,478 -88	-6%	-$4.87K	0.01%	555
2024 Q3	$89.9K	Hold	1,566	–	–	0.01%	517
2024 Q2	$83.8K	Sell	1,566 -145	-8%	-$7.65K	0.01%	527
2024 Q1	$88.3K	Buy	1,711 +1,149	+204%	+$57.5K	0.01%	526
2023 Q4	$28.4K	Hold	562	–	–	﹤0.01%	677
2023 Q3	$26.7K	Hold	562	–	–	﹤0.01%	693
2023 Q2	$27.7K	Hold	562	–	–	﹤0.01%	696
2023 Q1	$27.4K	Hold	562	–	–	﹤0.01%	712
2022 Q4	$26.2K	Hold	562	–	–	﹤0.01%	698
2022 Q3	$24K	Hold	562	–	–	﹤0.01%	664
2022 Q2	$28K	Buy	+562	New	+$29K	﹤0.01%	659
2022 Q1	–	Sell	-132	Closed	-$8K	–	1171
2021 Q4	$8K	Buy	+132	New	+$8.14K	﹤0.01%	938
2019 Q2	–	Sell	-343	Closed	-$18K	–	637
2019 Q1	$18K	Hold	343	–	–	﹤0.01%	735
2018 Q4	$16K	Hold	343	–	–	﹤0.01%	727
2018 Q3	$18K	Hold	343	–	–	﹤0.01%	744
2018 Q2	$18K	Hold	343	–	–	﹤0.01%	752
2018 Q1	$20K	Hold	343	–	–	﹤0.01%	733
2017 Q4	$20K	Hold	343	–	–	﹤0.01%	717
2017 Q3	$19K	Hold	343	–	–	﹤0.01%	727
2017 Q2	$17K	Hold	343	–	–	﹤0.01%	728
2017 Q1	$16K	Hold	343	–	–	﹤0.01%	723
2016 Q4	$15K	Hold	343	–	–	﹤0.01%	686
2016 Q3	$16K	Buy	+343	New	+$15.2K	﹤0.01%	568

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

North Star Investment Management's IEMG Position: Q1 2026 in Review

North Star Investment Management held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 600 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

North Star Investment Management first reported a position in IEMG in Q3 2016 and has held it in 26 quarters since. The position peaked at $89.9K in Q3 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

North Star Investment Management held 600 shares of iShares Core MSCI Emerging Markets ETF worth $41.9K as of Q1 2026.
North Star Investment Management left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #778 holding.
North Star Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 26 quarters since.
North Star Investment Management's iShares Core MSCI Emerging Markets ETF position peaked at $89.9K in Q3 2024.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.