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

Simplicity Wealth’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	$18.4M	Buy	263,682 +7,156	+3%	+$516K	1.04%	14
2025 Q4	$17.2M	Sell	256,526 -68,184	-21%	-$4.57M	1.03%	15
2025 Q3	$21.4M	Sell	324,710 -75,057	-19%	-$4.68M	1.24%	12
2025 Q2	$24M	Buy	399,767 +173,094	+76%	+$9.66M	1%	17
2025 Q1	$12.2M	Buy	226,673 +128,612	+131%	+$6.92M	0.95%	15
2024 Q4	$5.12M	Sell	98,061 -41,567	-30%	-$2.3M	1.07%	18
2024 Q3	$8.02M	Sell	139,628 -45,425	-25%	-$2.46M	0.74%	26
2024 Q2	$9.91M	Sell	185,053 -72,072	-28%	-$3.8M	0.22%	88
2024 Q1	$13.3M	Buy	257,125 +99,509	+63%	+$4.98M	0.32%	62
2023 Q4	$7.97M	Buy	157,616 +7,915	+5%	+$383K	3.09%	9
2023 Q3	$7.12M	Buy	149,701 +642	+0.4%	+$31.8K	4.17%	8
2023 Q2	$7.35M	Sell	149,059 -1,732	-1%	-$84.6K	4.57%	6
2023 Q1	$7.36M	Buy	150,791 +49,612	+49%	+$2.43M	4.89%	6
2022 Q4	$4.73M	Buy	+101,179	New	+$4.6M	4.17%	9

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

Simplicity Wealth's IEMG Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.8% in Q1 2026, buying an estimated $516K and bringing the position to 263,682 shares worth $18.4M. The position accounts for 1.04% of the portfolio, ranked #14.

Simplicity Wealth first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $24M in Q2 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Simplicity Wealth held 263,682 shares of iShares Core MSCI Emerging Markets ETF worth $18.4M as of Q1 2026.
Simplicity Wealth bought 7,156 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $516K.
iShares Core MSCI Emerging Markets ETF made up 1.04% of Simplicity Wealth's portfolio in Q1 2026, its #14 holding.
Simplicity Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Simplicity Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $24M in Q2 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.