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

PBMares 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
2025
Q3 		$563K Sell
8,544
-79
-0.9% -$4.93K 0.09% 105
2025
Q2 		$518K Sell
8,623
-150
-2% -$8.37K 0.09% 104
2025
Q1 		$473K Buy
8,773
+17
+0.2% +$915 0.09% 113
2024
Q4 		$457K Buy
8,756
+112
+1% +$6.2K 0.09% 116
2024
Q3 		$496K Sell
8,644
-64
-0.7% -$3.46K 0.1% 108
2024
Q2 		$466K Sell
8,708
-1,280
-13% -$67.5K 0.11% 108
2024
Q1 		$515K Buy
9,988
+22
+0.2% +$1.1K 0.13% 103
2023
Q4 		$504K Sell
9,966
-585
-6% -$28.3K 0.15% 101
2023
Q3 		$502K Sell
10,551
-98
-0.9% -$4.85K 0.18% 94
2023
Q2 		$525K Sell
10,649
-622
-6% -$30.4K 0.19% 96
2023
Q1 		$550K Sell
11,271
-358
-3% -$17.6K 0.2% 87
2022
Q4 		$543K Sell
11,629
-1,597
-12% -$72.6K 0.22% 79
2022
Q3 		$568K Sell
13,226
-25
-0.2% -$1.2K 0.25% 75
2022
Q2 		$650K Sell
13,251
-637
-5% -$32.9K 0.28% 65
2022
Q1 		$771K Buy
13,888
+509
+4% +$29.4K 0.47% 53
2021
Q4 		$801K Buy
13,379
+1,046
+8% +$64.5K 0.34% 64
2021
Q3 		$762K Buy
12,333
+508
+4% +$32.3K 0.36% 62
2021
Q2 		$792K Buy
11,825
+892
+8% +$58.8K 0.43% 62
2021
Q1 		$704K Sell
10,933
-81
-0.7% -$5.33K 0.57% 60
2020
Q4 		$683K Buy
11,014
+1,584
+17% +$91.3K 0.79% 47
2020
Q3 		$498K Buy
9,430
+697
+8% +$36.5K 0.73% 52
2020
Q2 		$416K Sell
8,733
-4,280
-33% -$191K 0.63% 60
2020
Q1 		$527K Sell
13,013
-559
-4% -$27.5K 0.83% 41
2019
Q4 		$730K Buy
+13,572
New +$699K 0.87% 35

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PBMares Wealth Management's IEMG Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.92% in Q3 2025, selling an estimated $4.93K and leaving 8,544 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #105.

PBMares Wealth Management first reported a position in IEMG in Q4 2019 and has held it in 24 quarters since. The position peaked at $801K in Q4 2021. 1,975 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

  • PBMares Wealth Management held 8,544 shares of iShares Core MSCI Emerging Markets ETF worth $563K as of Q3 2025.
  • PBMares Wealth Management sold 79 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $4.93K.
  • iShares Core MSCI Emerging Markets ETF made up 0.09% of PBMares Wealth Management's portfolio in Q3 2025, its #105 holding.
  • PBMares Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $801K in Q4 2021.
  • 1,975 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.