Proficio Capital Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Proficio Capital Partners’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	$657K	Hold	9,424	–	–	0.04%	158
2025 Q4	$633K	Hold	9,424	–	–	0.04%	152
2025 Q3	$621K	Sell	9,424 -100	-1%	-$6.24K	0.04%	116
2025 Q2	$572K	Hold	9,524	–	–	0.04%	226
2025 Q1	$514K	Buy	9,524 +100	+1%	+$5.38K	0.04%	207
2024 Q4	$492K	Buy	+9,424	New	+$522K	0.04%	190
2023 Q4	–	Sell	-16,178	Closed	-$770K	–	315
2023 Q3	$770K	Buy	+16,178	New	+$801K	0.1%	105
2023 Q1	–	Sell	-10,549	Closed	-$493K	–	296
2022 Q4	$493K	Buy	10,549 +1,443	+16%	+$65.6K	0.09%	136
2022 Q3	$391K	Buy	9,106 +298	+3%	+$14.3K	0.07%	146
2022 Q2	$432K	Hold	8,808	–	–	0.08%	142
2022 Q1	$489K	Buy	8,808 +1,425	+19%	+$82.3K	0.07%	140
2021 Q4	$442K	Buy	7,383 +284	+4%	+$17.5K	0.06%	155
2021 Q3	$438K	Hold	7,099	–	–	0.06%	160
2021 Q2	$476K	Hold	7,099	–	–	0.06%	153
2021 Q1	$457K	Hold	7,099	–	–	0.06%	140
2020 Q4	$440K	Hold	7,099	–	–	0.07%	108
2020 Q3	$375K	Hold	7,099	–	–	0.07%	110
2020 Q2	$338K	Buy	7,099 +6,870	+3,000%	+$307K	0.07%	110
2020 Q1	$297K	Buy	+229	New	+$11.2K	0.07%	116

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

Proficio Capital Partners's IEMG Position: Q1 2026 in Review

Proficio Capital Partners held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 9,424 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #158.

Proficio Capital Partners first reported a position in IEMG in Q1 2020 and has held it in 19 quarters since. The position peaked at $770K in Q3 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Proficio Capital Partners held 9,424 shares of iShares Core MSCI Emerging Markets ETF worth $657K as of Q1 2026.
Proficio Capital Partners left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Proficio Capital Partners's portfolio in Q1 2026, its #158 holding.
Proficio Capital Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 19 quarters since.
Proficio Capital Partners's iShares Core MSCI Emerging Markets ETF position peaked at $770K in Q3 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.