Northwest Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Northwest Capital 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
2025 Q4	$375K	Sell	5,586 -8,234	-60%	-$552K	1.63%	17
2025 Q3	$911K	Sell	13,820 -6,629	-32%	-$413K	0.96%	26
2025 Q2	$1.23M	Sell	20,449 -6,996	-25%	-$390K	0.66%	38
2025 Q1	$1.48M	Buy	27,445 +8,336	+44%	+$449K	0.61%	36
2024 Q4	$998K	Buy	19,109 +19,078	+61,542%	+$1.06M	0.43%	45
2024 Q3	$1.8K	Hold	31	–	–	﹤0.01%	423
2024 Q2	$1.68K	Sell	31 -550	-95%	-$29K	﹤0.01%	420
2024 Q1	$30K	Hold	581	–	–	0.01%	269
2023 Q4	$29.4K	Sell	581 -1,649	-74%	-$79.9K	0.01%	262
2023 Q3	$106K	Hold	2,230	–	–	0.04%	161
2023 Q2	$110K	Buy	+2,230	New	+$109K	0.05%	152
2022 Q2	–	Sell	-3,988	Closed	-$222K	–	98
2022 Q1	$222K	Sell	3,988 -823	-17%	-$47.6K	0.1%	90
2021 Q4	$286K	Sell	4,811 -185	-4%	-$11.4K	0.14%	75
2021 Q3	$318K	Hold	4,996	–	–	0.17%	69
2021 Q2	$316K	Sell	4,996 -403	-7%	-$26.6K	0.18%	62
2021 Q1	$347K	Buy	5,399 +550	+11%	+$36.2K	0.25%	43
2020 Q4	$301K	Sell	4,849 -26	-0.5%	-$1.5K	0.22%	48
2020 Q3	$257K	Buy	4,875 +75	+2%	+$3.93K	0.21%	49
2020 Q2	$228K	Sell	4,800 -1,495	-24%	-$66.7K	0.2%	51
2020 Q1	$255K	Sell	6,295 -696	-10%	-$34.2K	0.26%	45
2019 Q4	$376K	Buy	+6,991	New	+$360K	0.34%	41

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northwest Capital Management's IEMG Position: Q4 2025 in Review

Northwest Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 60% in Q4 2025, selling an estimated $552K and leaving 5,586 shares worth $375K. The position accounts for 1.63% of the portfolio, ranked #17.

Northwest Capital Management first reported a position in IEMG in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.48M in Q1 2025. 2,220 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Northwest Capital Management held 5,586 shares of iShares Core MSCI Emerging Markets ETF worth $375K as of Q4 2025.
Northwest Capital Management sold 8,234 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $552K.
iShares Core MSCI Emerging Markets ETF made up 1.63% of Northwest Capital Management's portfolio in Q4 2025, its #17 holding.
Northwest Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
Northwest Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.48M in Q1 2025.
2,220 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.