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Oak Harbor Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Oak Harbor Wealth Partners’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 		$4.11M Sell
58,990
-909
-2% -$65.6K 0.96% 29
2025
Q4 		$4.03M Sell
59,899
-2,968
-5% -$199K 0.97% 28
2025
Q3 		$4.14M Buy
62,867
+2,503
+4% +$156K 1.02% 26
2025
Q2 		$3.62M Buy
60,364
+384
+0.6% +$21.4K 0.98% 29
2025
Q1 		$3.24M Buy
59,980
+2,731
+5% +$147K 0.93% 29
2024
Q4 		$2.99M Sell
57,249
-430
-0.7% -$23.8K 0.87% 33
2024
Q3 		$3.31M Sell
57,679
-29,033
-33% -$1.57M 0.94% 31
2024
Q2 		$4.64M Buy
86,712
+1,965
+2% +$104K 1.46% 18
2024
Q1 		$4.37M Buy
84,747
+5,905
+7% +$296K 1.36% 18
2023
Q4 		$3.99M Buy
78,842
+1,922
+2% +$93.1K 1.34% 19
2023
Q3 		$3.66M Buy
76,920
+5,479
+8% +$271K 1.3% 18
2023
Q2 		$3.52M Buy
71,441
+3,741
+6% +$183K 1.2% 19
2023
Q1 		$3.3M Buy
67,700
+33,208
+96% +$1.63M 1.2% 20
2022
Q4 		$1.61M Sell
34,492
-14,923
-30% -$679K 0.61% 47
2022
Q3 		$2.12M Buy
49,415
+734
+2% +$35.2K 0.83% 35
2022
Q2 		$2.39M Buy
48,681
+7,248
+17% +$375K 0.95% 34
2022
Q1 		$2.3M Buy
41,433
+5,874
+17% +$339K 0.76% 35
2021
Q4 		$2.13M Buy
+35,559
New +$2.19M 0.73% 38

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oak Harbor Wealth Partners's IEMG Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.5% in Q1 2026, selling an estimated $65.6K and leaving 58,990 shares worth $4.11M. The position accounts for 0.96% of the portfolio, ranked #29.

Oak Harbor Wealth Partners first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.64M in Q2 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Oak Harbor Wealth Partners held 58,990 shares of iShares Core MSCI Emerging Markets ETF worth $4.11M as of Q1 2026.
  • Oak Harbor Wealth Partners sold 909 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $65.6K.
  • iShares Core MSCI Emerging Markets ETF made up 0.96% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $4.64M in Q2 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.