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Richard W. Paul & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Richard W. Paul & Associates’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 		$5.85M Sell
83,842
-5,811
-6% -$419K 1.97% 13
2025
Q4 		$6.03M Buy
89,653
+3,802
+4% +$255K 2% 11
2025
Q3 		$5.66M Buy
85,851
+758
+0.9% +$47.3K 1.93% 12
2025
Q2 		$5.11M Sell
85,093
-553
-0.6% -$30.9K 1.85% 12
2025
Q1 		$4.62M Buy
85,646
+380
+0.4% +$20.5K 1.81% 12
2024
Q4 		$4.45M Buy
85,266
+1,048
+1% +$58K 1.62% 11
2024
Q3 		$4.83M Buy
84,218
+820
+1% +$44.4K 1.74% 11
2024
Q2 		$4.46M Buy
83,398
+4,766
+6% +$251K 1.72% 11
2024
Q1 		$4.06M Buy
78,632
+2,236
+3% +$112K 1.62% 10
2023
Q4 		$3.86M Buy
76,396
+2,917
+4% +$141K 1.62% 13
2023
Q3 		$3.5M Buy
73,479
+5,769
+9% +$285K 1.6% 13
2023
Q2 		$3.34M Buy
67,710
+2,913
+4% +$142K 1.45% 16
2023
Q1 		$3.16M Buy
64,797
+5,570
+9% +$273K 1.46% 16
2022
Q4 		$2.77M Buy
+59,227
New +$2.69M 1.39% 17

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

Richard W. Paul & Associates's IEMG Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.5% in Q1 2026, selling an estimated $419K and leaving 83,842 shares worth $5.85M. The position accounts for 1.97% of the portfolio, ranked #13.

Richard W. Paul & Associates first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.03M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Richard W. Paul & Associates held 83,842 shares of iShares Core MSCI Emerging Markets ETF worth $5.85M as of Q1 2026.
  • Richard W. Paul & Associates sold 5,811 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $419K.
  • iShares Core MSCI Emerging Markets ETF made up 1.97% of Richard W. Paul & Associates's portfolio in Q1 2026, its #13 holding.
  • Richard W. Paul & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's iShares Core MSCI Emerging Markets ETF position peaked at $6.03M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.