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Rothschild Investment LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Rothschild Investment LLC’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 		$259K Buy
3,709
+390
+12% +$28.1K 0.01% 589
2025
Q4 		$223K Buy
3,319
+812
+32% +$54.5K 0.01% 585
2025
Q3 		$165K Sell
2,507
-300
-11% -$18.7K 0.01% 662
2025
Q2 		$169K Buy
2,807
+96
+4% +$5.36K 0.01% 542
2025
Q1 		$146K Sell
2,711
-94
-3% -$5.06K 0.01% 560
2024
Q4 		$146K Buy
2,805
+7
+0.3% +$388 0.01% 564
2024
Q3 		$161K Buy
2,798
+1,014
+57% +$54.9K 0.01% 558
2024
Q2 		$95.5K Buy
1,784
+539
+43% +$28.4K 0.01% 629
2024
Q1 		$64.2K Buy
1,245
+310
+33% +$15.5K ﹤0.01% 685
2023
Q4 		$47.3K Buy
+935
New +$45.3K ﹤0.01% 667
2016
Q4 		– Sell
-4,448
Closed -$203K – 480
2016
Q3 		$203K Buy
+4,448
New +$198K 0.02% 413
2016
Q2 		– Sell
-4,971
Closed -$207K – 495
2016
Q1 		$207K Sell
4,971
-320
-6% -$12.1K 0.03% 411
2015
Q4 		$208K Buy
+5,291
New +$220K 0.03% 423

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

Rothschild Investment LLC's IEMG Position: Q1 2026 in Review

Rothschild Investment LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q1 2026, buying an estimated $28.1K and bringing the position to 3,709 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #589.

Rothschild Investment LLC first reported a position in IEMG in Q4 2015 and has held it in 13 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Rothschild Investment LLC held 3,709 shares of iShares Core MSCI Emerging Markets ETF worth $259K as of Q1 2026.
  • Rothschild Investment LLC bought 390 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $28.1K.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #589 holding.
  • Rothschild Investment LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and has held it in 13 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.