Operose Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Operose Advisors’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	$185K	Sell	2,657 -14	-0.5%	-$1.01K	0.04%	156
2025 Q4	$180K	Buy	2,671 +879	+49%	+$59K	0.04%	160
2025 Q3	$118K	Buy	1,792 +322	+22%	+$20.1K	0.03%	184
2025 Q2	$88.2K	Hold	1,470	–	–	0.02%	191
2025 Q1	$79.3K	Buy	1,470 +738	+101%	+$39.7K	0.03%	182
2024 Q4	$38.2K	Sell	732 -9,626	-93%	-$533K	0.01%	229
2024 Q3	$595K	Buy	10,358 +723	+8%	+$39.1K	0.19%	75
2024 Q2	$516K	Sell	9,635 -659	-6%	-$34.7K	0.18%	79
2024 Q1	$531K	Sell	10,294 -9,364	-48%	-$469K	0.18%	78
2023 Q4	$994K	Sell	19,658 -7,628	-28%	-$369K	0.4%	28
2023 Q3	$1.3M	Buy	27,286 +14,577	+115%	+$721K	0.51%	22
2023 Q2	$626K	Hold	12,709	–	–	0.28%	30
2023 Q1	$620K	Buy	12,709 +507	+4%	+$24.9K	0.31%	28
2022 Q4	$570K	Hold	12,202	–	–	0.3%	29
2022 Q3	$524K	Hold	12,202	–	–	0.34%	28
2022 Q2	$599K	Hold	12,202	–	–	0.42%	23
2022 Q1	$678K	Hold	12,202	–	–	0.47%	23
2021 Q4	$730K	Buy	+12,202	New	+$753K	0.59%	23

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

Operose Advisors's IEMG Position: Q1 2026 in Review

Operose Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.52% in Q1 2026, selling an estimated $1.01K and leaving 2,657 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #156.

Operose Advisors first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Operose Advisors held 2,657 shares of iShares Core MSCI Emerging Markets ETF worth $185K as of Q1 2026.
Operose Advisors sold 14 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.01K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Operose Advisors's portfolio in Q1 2026, its #156 holding.
Operose Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
Operose Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.3M in Q3 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.