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Peterson Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Peterson Wealth Services’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 		$12.8K Hold
183
– – ﹤0.01% 181
2025
Q4 		$12.3K Sell
183
-11,647
-98% -$781K ﹤0.01% 178
2025
Q3 		$12.1K Buy
11,830
+11,647
+6,364% +$726K ﹤0.01% 183
2025
Q2 		$11K Hold
183
– – ﹤0.01% 177
2025
Q1 		$9.88K Sell
183
-12,892
-99% -$694K ﹤0.01% 181
2024
Q4 		$683K Sell
13,075
-178
-1% -$9.86K 0.21% 83
2024
Q3 		$761K Sell
13,253
-1,022
-7% -$55.3K 0.24% 79
2024
Q2 		$764K Sell
14,275
-346
-2% -$18.2K 0.27% 74
2024
Q1 		$754K Sell
14,621
-811
-5% -$40.6K 0.27% 67
2023
Q4 		$781K Buy
+15,432
New +$748K 0.33% 57
2023
Q3 		– Sell
-16,866
Closed -$831K – 75
2023
Q2 		$831K Sell
16,866
-371
-2% -$18.1K 0.4% 62
2023
Q1 		$841K Buy
17,237
+1,035
+6% +$50.8K 0.43% 66
2022
Q4 		$757K Sell
16,202
-2,703
-14% -$123K 0.43% 59
2022
Q3 		$813K Buy
18,905
+81
+0.4% +$3.88K 0.58% 44
2022
Q2 		$924K Sell
18,824
-681
-3% -$35.2K 0.67% 42
2022
Q1 		$1.08M Buy
19,505
+1,907
+11% +$110K 0.67% 43
2021
Q4 		$1.05M Buy
+17,598
New +$1.09M 0.7% 45

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

Peterson Wealth Services's IEMG Position: Q1 2026 in Review

Peterson Wealth Services held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 183 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Peterson Wealth Services first reported a position in IEMG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Peterson Wealth Services held 183 shares of iShares Core MSCI Emerging Markets ETF worth $12.8K as of Q1 2026.
  • Peterson Wealth Services left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #181 holding.
  • Peterson Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
  • Peterson Wealth Services's iShares Core MSCI Emerging Markets ETF position peaked at $1.08M in Q1 2022.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.