Oakwell Private Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Oakwell Private Wealth 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	$259K	Buy	3,717 +56	+2%	+$4.04K	0.05%	71
2025 Q4	$246K	Hold	3,661	–	–	0.05%	70
2025 Q3	$241K	Hold	3,661	–	–	0.05%	70
2025 Q2	$220K	Buy	+3,661	New	+$204K	0.05%	70
2025 Q1	–	Sell	-5,504	Closed	-$287K	–	71
2024 Q4	$287K	Hold	5,504	–	–	0.08%	54
2024 Q3	$316K	Hold	5,504	–	–	0.09%	52
2024 Q2	$295K	Hold	5,504	–	–	0.08%	55
2024 Q1	$284K	Hold	5,504	–	–	0.09%	54
2023 Q4	$278K	Hold	5,504	–	–	0.1%	53
2023 Q3	$262K	Hold	5,504	–	–	0.11%	54
2023 Q2	$271K	Hold	5,504	–	–	0.11%	53
2023 Q1	$269K	Hold	5,504	–	–	0.12%	54
2022 Q4	$257K	Sell	5,504 -3,858	-41%	-$175K	0.12%	53
2022 Q3	$402K	Sell	9,362 -8,467	-47%	-$406K	0.22%	42
2022 Q2	$875K	Buy	17,829 +2,854	+19%	+$147K	0.5%	29
2022 Q1	$832K	Hold	14,975	–	–	0.42%	30
2021 Q4	$896K	Buy	14,975 +6	+0%	+$370	0.45%	27
2021 Q3	$924K	Buy	14,969 +235	+2%	+$15K	0.5%	25
2021 Q2	$987K	Buy	14,734 +27	+0.2%	+$1.78K	0.63%	28
2021 Q1	$947K	Sell	14,707 -411	-3%	-$27K	0.67%	25
2020 Q4	$938K	Buy	+15,118	New	+$872K	0.74%	25

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

Oakwell Private Wealth Management's IEMG Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.5% in Q1 2026, buying an estimated $4.04K and bringing the position to 3,717 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #71.

Oakwell Private Wealth Management first reported a position in IEMG in Q4 2020 and has held it in 21 quarters since. The position peaked at $987K in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Oakwell Private Wealth Management held 3,717 shares of iShares Core MSCI Emerging Markets ETF worth $259K as of Q1 2026.
Oakwell Private Wealth Management bought 56 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.04K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #71 holding.
Oakwell Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
Oakwell Private Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $987K in Q2 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.