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Summit Trail Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Summit Trail Advisors’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 		$5.59M Sell
80,202
-37,078
-32% -$2.68M 0.08% 148
2025
Q4 		$7.88M Sell
117,280
-3,241
-3% -$217K 0.14% 91
2025
Q3 		$7.94M Buy
120,521
+55,929
+87% +$3.49M 0.11% 99
2025
Q2 		$3.88M Sell
64,592
-20,342
-24% -$1.14M 0.07% 148
2025
Q1 		$4.58M Buy
84,934
+5,806
+7% +$313K 0.15% 53
2024
Q4 		$4.13M Buy
79,128
+68,092
+617% +$3.77M 0.15% 55
2024
Q3 		$634K Buy
11,036
+4,176
+61% +$226K 0.02% 350
2024
Q2 		$367K Buy
6,860
+1,587
+30% +$83.7K 0.01% 437
2024
Q1 		$272K Sell
5,273
-108
-2% -$5.41K 0.01% 488
2023
Q4 		$272K Buy
5,381
+137
+3% +$6.64K 0.01% 423
2023
Q3 		$250K Sell
5,244
-682
-12% -$33.8K 0.01% 429
2023
Q2 		$292K Sell
5,926
-420
-7% -$20.5K 0.01% 382
2023
Q1 		$310K Buy
+6,346
New +$311K 0.01% 319
2022
Q3 		– Sell
-33,185
Closed -$1.63M – 393
2022
Q2 		$1.63M Sell
33,185
-9,352
-22% -$483K 0.1% 89
2022
Q1 		$2.36M Buy
42,537
+7,894
+23% +$456K 0.19% 65
2021
Q4 		$2.07M Buy
34,643
+29,654
+594% +$1.83M 0.13% 88
2021
Q3 		$308K Buy
4,989
+630
+14% +$40.1K 0.02% 199
2021
Q2 		$292K Sell
4,359
-963
-18% -$63.5K 0.03% 177
2021
Q1 		$343K Buy
5,322
+2,002
+60% +$132K 0.04% 147
2020
Q4 		$206K Buy
+3,320
New +$191K 0.03% 177
2020
Q1 		– Sell
-5,746
Closed -$309K – 143
2019
Q4 		$309K Sell
5,746
-663
-10% -$34.2K 0.18% 52
2019
Q3 		$314K Buy
6,409
+2,134
+50% +$106K 0.11% 64
2019
Q2 		$220K Buy
+4,275
New +$218K 0.1% 69
2019
Q1 		– Sell
-5,504
Closed -$260K – 114
2018
Q4 		$260K Buy
+5,504
New +$266K 0.09% 88
2018
Q3 		– Sell
-2,048
Closed -$108K – 360
2018
Q2 		$108K Buy
+2,048
New +$115K 0.04% 201
2018
Q1 		– Sell
-400
Closed -$25K – 1013
2017
Q4 		$25K Buy
+400
New +$22.3K ﹤0.01% 984

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

Summit Trail Advisors's IEMG Position: Q1 2026 in Review

Summit Trail Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 32% in Q1 2026, selling an estimated $2.68M and leaving 80,202 shares worth $5.59M. The position accounts for 0.08% of the portfolio, ranked #148.

Summit Trail Advisors first reported a position in IEMG in Q4 2017 and has held it in 26 quarters since. The position peaked at $7.94M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Summit Trail Advisors held 80,202 shares of iShares Core MSCI Emerging Markets ETF worth $5.59M as of Q1 2026.
  • Summit Trail Advisors sold 37,078 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.68M.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #148 holding.
  • Summit Trail Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 26 quarters since.
  • Summit Trail Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $7.94M in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.