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IEMG icon

Occidental Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Occidental Asset 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 		$1.84M Sell
26,316
-256
-1% -$18.5K 0.22% 92
2025
Q4 		$1.79M Sell
26,572
-1,278
-5% -$85.7K 0.21% 91
2025
Q3 		$1.84M Buy
27,850
+4,144
+17% +$258K 0.23% 87
2025
Q2 		$1.42M Buy
23,706
+5,556
+31% +$310K 0.2% 90
2025
Q1 		$980K Buy
+18,150
New +$977K 0.15% 103
2024
Q4 		– Sell
-30,525
Closed -$1.75M – 227
2024
Q3 		$1.75M Sell
30,525
-2,132
-7% -$115K 0.28% 86
2024
Q2 		$1.75M Buy
32,657
+18,740
+135% +$988K 0.31% 84
2024
Q1 		$718K Buy
13,917
+6,238
+81% +$312K 0.13% 119
2023
Q4 		$388K Sell
7,679
-12,345
-62% -$598K 0.08% 151
2023
Q3 		$953K Buy
+20,024
New +$991K 0.22% 108

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