Principia Wealth Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Principia Wealth Advisory’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 Q4	$2.15K	Hold	32	–	–	﹤0.01%	442
2025 Q3	$2.11K	Hold	32	–	–	﹤0.01%	428
2025 Q2	$1.92K	Hold	32	–	–	﹤0.01%	395
2025 Q1	$1.63K	Sell	32 -75	-70%	-$4.04K	﹤0.01%	320
2024 Q4	$5.59K	Buy	+107	New	+$5.92K	0.01%	144

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Principia Wealth Advisory's IEMG Position: Q4 2025 in Review

Principia Wealth Advisory held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q4 2025 at 32 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Principia Wealth Advisory first reported a position in IEMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.59K in Q4 2024. 2,225 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Principia Wealth Advisory held 32 shares of iShares Core MSCI Emerging Markets ETF worth $2.15K as of Q4 2025.
Principia Wealth Advisory left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q4 2025.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #442 holding.
Principia Wealth Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 5 quarters since.
Principia Wealth Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $5.59K in Q4 2024.
2,225 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.