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Petros Family Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Petros Family Wealth’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 		$544K Sell
7,795
-1,971
-20% -$142K 0.39% 59
2025
Q4 		$656K Buy
+9,766
New +$655K 0.44% 61

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

Petros Family Wealth's IEMG Position: Q1 2026 in Review

Petros Family Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q1 2026, selling an estimated $142K and leaving 7,795 shares worth $544K. The position accounts for 0.39% of the portfolio, ranked #59.

Petros Family Wealth first reported a position in IEMG in Q4 2025 and has held it in 2 quarters since. The position peaked at $656K in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Petros Family Wealth held 7,795 shares of iShares Core MSCI Emerging Markets ETF worth $544K as of Q1 2026.
  • Petros Family Wealth sold 1,971 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $142K.
  • iShares Core MSCI Emerging Markets ETF made up 0.39% of Petros Family Wealth's portfolio in Q1 2026, its #59 holding.
  • Petros Family Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Petros Family Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $656K in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.