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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$8.9M Buy
164,941
+80,855
+96% +$4.35M 1.07% 31
2024
Q4
$4.39M Sell
84,086
-11,005
-12% -$609K 0.52% 52
2024
Q3
$5.46M Sell
95,091
-48,068
-34% -$2.6M 0.64% 45
2024
Q2
$7.66M Sell
143,159
-6,316
-4% -$333K 0.97% 29
2024
Q1
$7.71M Buy
149,475
+14,553
+11% +$729K 0.94% 31
2023
Q4
$6.82M Buy
+134,922
New +$6.54M 0.95% 30

Other funds holding IEMG

Spectrum Wealth Counsel's IEMG Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 96% in Q1 2025, buying an estimated $4.35M and bringing the position to 164,941 shares worth $8.9M. The position accounts for 1.07% of the portfolio, ranked #31.

Spectrum Wealth Counsel first reported a position in IEMG in Q4 2023 and has held it in 6 quarters since. 1,844 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Spectrum Wealth Counsel held 164,941 shares of iShares Core MSCI Emerging Markets ETF worth $8.9M as of Q1 2025.
  • Spectrum Wealth Counsel bought 80,855 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $4.35M.
  • iShares Core MSCI Emerging Markets ETF made up 1.07% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #31 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,844 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.