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

Summit Wealth Group’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	$644K	Sell	9,236 -30	-0.3%	-$2.17K	0.15%	62
2025 Q4	$623K	Sell	9,266 -47	-0.5%	-$3.15K	0.15%	62
2025 Q3	$614K	Sell	9,313 -210	-2%	-$13.1K	0.15%	60
2025 Q2	$572K	Buy	9,523 +2,893	+44%	+$161K	0.15%	57
2025 Q1	$358K	Buy	6,630 +1,553	+31%	+$83.6K	0.1%	69
2024 Q4	$265K	Buy	5,077 +95	+2%	+$5.26K	0.08%	82
2024 Q3	$286K	Hold	4,982	–	–	0.08%	78
2024 Q2	$267K	Sell	4,982 -445	-8%	-$23.5K	0.08%	75
2024 Q1	$280K	Buy	5,427 +173	+3%	+$8.66K	0.19%	34
2023 Q4	$266K	Sell	5,254 -263	-5%	-$12.7K	0.21%	32
2023 Q3	$263K	Hold	5,517	–	–	0.23%	32
2023 Q2	$272K	Sell	5,517 -578,266	-99%	-$28.2M	0.11%	61
2023 Q1	$12K	Buy	583,783 +558,770	+2,234%	+$27.4M	0.29%	35
2022 Q4	$1.17M	Buy	+25,013	New	+$1.14M	1.23%	16
2022 Q1	–	Sell	-4,073	Closed	-$244K	–	31
2021 Q4	$244K	Buy	+4,073	New	+$251K	0.28%	26
2021 Q3	–	Sell	-1,673	Closed	-$112K	–	136
2021 Q2	$112K	Buy	1,673 +1,125	+205%	+$74.1K	0.17%	38
2021 Q1	$35K	Buy	+548	New	+$36.1K	0.06%	56

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

Summit Wealth Group's IEMG Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.32% in Q1 2026, selling an estimated $2.17K and leaving 9,236 shares worth $644K. The position accounts for 0.15% of the portfolio, ranked #62.

Summit Wealth Group first reported a position in IEMG in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Summit Wealth Group held 9,236 shares of iShares Core MSCI Emerging Markets ETF worth $644K as of Q1 2026.
Summit Wealth Group sold 30 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.17K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Summit Wealth Group's portfolio in Q1 2026, its #62 holding.
Summit Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 17 quarters since.
Summit Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.17M in Q4 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.