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Petix & Botte Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Petix & Botte Financial’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 		$968K Sell
5,500
-9,728
-64% -$702K 0.22% 62
2025
Q4 		$1.02M Sell
15,228
-1,281
-8% -$85.9K 0.23% 58
2025
Q3 		$1.09M Sell
16,509
-811
-5% -$50.6K 0.25% 57
2025
Q2 		$1.04M Sell
17,320
-128
-0.7% -$7.14K 0.26% 56
2025
Q1 		$942K Buy
17,448
+784
+5% +$42.2K 0.25% 62
2024
Q4 		$870K Sell
16,664
-2,056
-11% -$114K 0.23% 62
2024
Q3 		$1.07M Sell
18,720
-4,726
-20% -$256K 0.29% 48
2024
Q2 		$1.26M Sell
23,446
-12,371
-35% -$652K 0.36% 43
2024
Q1 		$1.85M Buy
35,817
+11,411
+47% +$571K 0.46% 53
2023
Q4 		$1.23M Sell
24,406
-874
-3% -$42.3K 0.36% 42
2023
Q3 		$1.2M Sell
25,280
-628
-2% -$31.1K 0.38% 42
2023
Q2 		$1.28M Buy
25,908
+13,791
+114% +$674K 0.4% 40
2023
Q1 		$591K Buy
+12,117
New +$594K 0.4% 42
2022
Q3 		$580K Buy
13,500
+243
+2% +$11.6K 0.44% 38
2022
Q2 		$650K Sell
13,257
-16,472
-55% -$851K 0.48% 37
2022
Q1 		$1.65M Buy
29,729
+18,845
+173% +$1.09M 0.51% 35
2021
Q4 		$651K Sell
10,884
-23,860
-69% -$1.47M 0.41% 40
2021
Q3 		$2.15M Buy
34,744
+14,697
+73% +$936K 0.73% 30
2021
Q2 		$1.34M Sell
20,047
-3,295
-14% -$217K 0.94% 29
2021
Q1 		$1.5M Sell
23,342
-3,182
-12% -$209K 1.11% 25
2020
Q4 		$1.65M Sell
26,524
-8,341
-24% -$481K 1.23% 23
2020
Q3 		$1.84M Sell
34,865
-55,048
-61% -$2.89M 1.47% 21
2020
Q2 		$2.23M Buy
89,913
+44,061
+96% +$1.97M 1.83% 17
2020
Q1 		$1.86M Sell
45,852
-9,141
-17% -$449K 1.81% 18
2019
Q4 		$2.96M Buy
+54,993
New +$2.83M 2.33% 16

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

Petix & Botte Financial's IEMG Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 64% in Q1 2026, selling an estimated $702K and leaving 5,500 shares worth $968K. The position accounts for 0.22% of the portfolio, ranked #62.

Petix & Botte Financial first reported a position in IEMG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.96M in Q4 2019. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Petix & Botte Financial held 5,500 shares of iShares Core MSCI Emerging Markets ETF worth $968K as of Q1 2026.
  • Petix & Botte Financial sold 9,728 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $702K.
  • iShares Core MSCI Emerging Markets ETF made up 0.22% of Petix & Botte Financial's portfolio in Q1 2026, its #62 holding.
  • Petix & Botte Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's iShares Core MSCI Emerging Markets ETF position peaked at $2.96M in Q4 2019.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.