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

Schwallier Wealth 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	$459K	Buy	6,585 +663	+11%	+$47.9K	0.34%	33
2025 Q4	$430K	Buy	5,922 +93	+2%	+$6.24K	0.27%	32
2025 Q3	$384K	Buy	5,829 +197	+3%	+$12.3K	0.24%	33
2025 Q2	$338K	Buy	+5,632	New	+$314K	0.21%	38

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

Schwallier Wealth Management's IEMG Position: Q1 2026 in Review

Schwallier Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, buying an estimated $47.9K and bringing the position to 6,585 shares worth $459K. The position accounts for 0.34% of the portfolio, ranked #33.

Schwallier Wealth Management first reported a position in IEMG in Q2 2025 and has held it in 4 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Schwallier Wealth Management held 6,585 shares of iShares Core MSCI Emerging Markets ETF worth $459K as of Q1 2026.
Schwallier Wealth Management bought 663 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $47.9K.
iShares Core MSCI Emerging Markets ETF made up 0.34% of Schwallier Wealth Management's portfolio in Q1 2026, its #33 holding.
Schwallier Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.