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

Private Wealth Asset 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
2026 Q1	$60.3M	Sell	864,758 -57,182	-6%	-$4.13M	6.45%	3
2025 Q4	$62M	Buy	921,940 +7,609	+0.8%	+$510K	6.74%	2
2025 Q3	$60.3M	Buy	914,331 +5,176	+0.6%	+$323K	7.11%	2
2025 Q2	$54.6M	Buy	909,155 +14,200	+2%	+$792K	7.24%	2
2025 Q1	$48.3M	Buy	+894,955	New	+$48.2M	6.95%	1

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Wealth Asset Management's IEMG Position: Q1 2026 in Review

Private Wealth Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.2% in Q1 2026, selling an estimated $4.13M and leaving 864,758 shares worth $60.3M. The position accounts for 6.45% of the portfolio, ranked #3.

Private Wealth Asset Management first reported a position in IEMG in Q1 2025 and has held it in 5 quarters since. The position peaked at $62M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Private Wealth Asset Management held 864,758 shares of iShares Core MSCI Emerging Markets ETF worth $60.3M as of Q1 2026.
Private Wealth Asset Management sold 57,182 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $4.13M.
iShares Core MSCI Emerging Markets ETF made up 6.45% of Private Wealth Asset Management's portfolio in Q1 2026, its #3 holding.
Private Wealth Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $62M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.