Novak & Powell Financial Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Novak & Powell Financial Services’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	$250K	Buy	3,585 +200	+6%	+$14.4K	0.13%	141
2025 Q4	$228K	Buy	3,385 +228	+7%	+$15.3K	0.12%	143
2025 Q3	$208K	Buy	+3,157	New	+$197K	0.11%	158
2024 Q4	–	Sell	-4,381	Closed	-$252K	–	155
2024 Q3	$252K	Hold	4,381	–	–	0.15%	130
2024 Q2	$235K	Buy	+4,381	New	+$231K	0.15%	126
2024 Q1	–	Sell	-4,381	Closed	-$219K	–	150
2023 Q4	$219K	Buy	+4,381	New	+$212K	0.15%	126

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

Novak & Powell Financial Services's IEMG Position: Q1 2026 in Review

Novak & Powell Financial Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.9% in Q1 2026, buying an estimated $14.4K and bringing the position to 3,585 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #141.

Novak & Powell Financial Services first reported a position in IEMG in Q4 2023 and has held it in 6 quarters since. The position peaked at $252K in Q3 2024. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Novak & Powell Financial Services held 3,585 shares of iShares Core MSCI Emerging Markets ETF worth $250K as of Q1 2026.
Novak & Powell Financial Services bought 200 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $14.4K.
iShares Core MSCI Emerging Markets ETF made up 0.13% of Novak & Powell Financial Services's portfolio in Q1 2026, its #141 holding.
Novak & Powell Financial Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 6 quarters since.
Novak & Powell Financial Services's iShares Core MSCI Emerging Markets ETF position peaked at $252K in Q3 2024.
2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.