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

Strategic Wealth Partners’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 		$1.16M Buy
16,588
+1,972
+13% +$142K 0.08% 138
2025
Q4 		$983K Buy
14,616
+6,994
+92% +$469K 0.07% 153
2025
Q3 		$502K Sell
7,622
-265
-3% -$16.5K 0.04% 228
2025
Q2 		$473K Buy
+7,887
New +$440K 0.04% 218
2024
Q4 		$375K Sell
6,865
-670
-9% -$37.1K 0.03% 238
2024
Q3 		$433K Sell
7,535
-548
-7% -$29.7K 0.04% 214
2024
Q2 		$433K Sell
8,083
-2,341
-22% -$123K 0.05% 211
2024
Q1 		$538K Buy
10,424
+5,240
+101% +$262K 0.06% 190
2023
Q4 		$262K Buy
5,184
+204
+4% +$9.88K 0.03% 238
2023
Q3 		$237K Sell
4,980
-77
-2% -$3.81K 0.03% 261
2023
Q2 		$249K Sell
5,057
-852
-14% -$41.6K 0.03% 261
2023
Q1 		$288K Sell
5,909
-198
-3% -$9.71K 0.04% 217
2022
Q4 		$285K Sell
6,107
-3,371
-36% -$153K 0.05% 212
2022
Q3 		$407K Buy
9,478
+1,429
+18% +$68.5K 0.09% 192
2022
Q2 		$395K Buy
+8,049
New +$416K 0.09% 176
2022
Q1 		– Sell
-28,873
Closed -$1.73M – 276
2021
Q4 		$1.73M Buy
28,873
+839
+3% +$51.8K 0.33% 101
2021
Q3 		$1.73M Buy
28,034
+129
+0.5% +$8.21K 0.51% 46
2021
Q2 		$1.87M Sell
27,905
-1,826
-6% -$120K 0.61% 41
2021
Q1 		$1.91M Sell
29,731
-46
-0.2% -$3.03K 0.76% 30
2020
Q4 		$1.85M Buy
+29,777
New +$1.72M 0.77% 30
2020
Q3 		– Sell
-34,770
Closed -$1.66M – 156
2020
Q2 		$1.66M Buy
+34,770
New +$1.55M 0.86% 30
2019
Q4 		– Sell
-6,214
Closed -$179K – 297
2019
Q3 		$179K Buy
6,214
+439
+8% +$21.8K 0.92% 34
2019
Q2 		$296K Sell
5,775
-1,719
-23% -$87.8K 0.14% 113
2019
Q1 		$389K Buy
7,494
+3,134
+72% +$159K 0.18% 111
2018
Q4 		$214K Buy
4,360
+3,452
+380% +$167K 0.11% 126
2018
Q3 		$47K Hold
908
– – 0.03% 234
2018
Q2 		$48K Buy
908
+274
+43% +$15.4K 0.03% 261
2018
Q1 		$37K Buy
634
+435
+219% +$25.7K 0.02% 273
2017
Q4 		$12K Buy
+199
New +$11.1K 0.01% 445

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

Strategic Wealth Partners's IEMG Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q1 2026, buying an estimated $142K and bringing the position to 16,588 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #138.

Strategic Wealth Partners first reported a position in IEMG in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.91M in Q1 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Strategic Wealth Partners held 16,588 shares of iShares Core MSCI Emerging Markets ETF worth $1.16M as of Q1 2026.
  • Strategic Wealth Partners bought 1,972 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $142K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Strategic Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • Strategic Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 29 quarters since.
  • Strategic Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.91M in Q1 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.