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

Roundview Capital’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 		$1.22M Buy
17,435
+273
+2% +$19.7K 0.08% 197
2025
Q4 		$1.15M Buy
17,162
+6
+0% +$403 0.07% 197
2025
Q3 		$1.13M Sell
17,156
-181
-1% -$11.3K 0.07% 206
2025
Q2 		$1.04M Buy
17,337
+687
+4% +$38.3K 0.07% 209
2025
Q1 		$899K Buy
16,650
+412
+3% +$22.2K 0.06% 210
2024
Q4 		$848K Buy
16,238
+7
+0% +$388 0.06% 224
2024
Q3 		$932K Buy
16,231
+329
+2% +$17.8K 0.07% 227
2024
Q2 		$851K Hold
15,902
– – 0.07% 217
2024
Q1 		$821K Hold
15,902
– – 0.07% 222
2023
Q4 		$804K Sell
15,902
-959
-6% -$46.5K 0.07% 213
2023
Q3 		$802K Hold
16,861
– – 0.08% 215
2023
Q2 		$831K Sell
16,861
-55
-0.3% -$2.69K 0.08% 210
2023
Q1 		$825K Buy
+16,916
New +$830K 0.09% 204

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

Roundview Capital's IEMG Position: Q1 2026 in Review

Roundview Capital increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.6% in Q1 2026, buying an estimated $19.7K and bringing the position to 17,435 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #197.

Roundview Capital first reported a position in IEMG in Q1 2023 and has held it in 13 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Roundview Capital held 17,435 shares of iShares Core MSCI Emerging Markets ETF worth $1.22M as of Q1 2026.
  • Roundview Capital bought 273 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $19.7K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Roundview Capital's portfolio in Q1 2026, its #197 holding.
  • Roundview Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 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 Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.