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

Summit 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 		$842K Buy
12,078
+415
+4% +$30K 0.13% 115
2025
Q4 		$784K Sell
11,663
-445
-4% -$29.9K 0.14% 93
2025
Q3 		$798K Sell
12,108
-413
-3% -$25.8K 0.14% 96
2025
Q2 		$752K Sell
12,521
-313
-2% -$17.5K 0.14% 99
2025
Q1 		$693K Sell
12,834
-409
-3% -$22K 0.14% 102
2024
Q4 		$692K Sell
13,243
-2,554
-16% -$141K 0.14% 101
2024
Q3 		$907K Sell
15,797
-168
-1% -$9.09K 0.17% 94
2024
Q2 		$855K Sell
15,965
-1,519
-9% -$80.1K 0.18% 90
2024
Q1 		$902K Sell
17,484
-327
-2% -$16.4K 0.19% 84
2023
Q4 		$901K Buy
17,811
+904
+5% +$43.8K 0.21% 77
2023
Q3 		$805K Sell
16,907
-8
-0% -$396 0.21% 77
2023
Q2 		$834K Sell
16,915
-2,813
-14% -$137K 0.21% 78
2023
Q1 		$963K Sell
19,728
-691
-3% -$33.9K 0.25% 66
2022
Q4 		$954K Sell
20,419
-1,073
-5% -$48.8K 0.25% 63
2022
Q3 		$924K Buy
21,492
+268
+1% +$12.8K 0.26% 60
2022
Q2 		$1.04M Buy
21,224
+1,417
+7% +$73.2K 0.28% 53
2022
Q1 		$1.1M Sell
19,807
-147
-0.7% -$8.49K 0.25% 52
2021
Q4 		$1.19M Buy
19,954
+155
+0.8% +$9.56K 0.26% 52
2021
Q3 		$1.22M Sell
19,799
-327
-2% -$20.8K 0.29% 47
2021
Q2 		$1.35M Sell
20,126
-1,456
-7% -$95.9K 0.32% 47
2021
Q1 		$1.39M Buy
21,582
+4,585
+27% +$302K 0.36% 46
2020
Q4 		$1.05M Buy
16,997
+2,271
+15% +$131K 0.29% 53
2020
Q3 		$778K Buy
14,726
+651
+5% +$34.1K 0.23% 67
2020
Q2 		$670K Buy
14,075
+637
+5% +$28.4K 0.22% 71
2020
Q1 		$544K Sell
13,438
-1,372
-9% -$67.4K 0.22% 61
2019
Q4 		$796K Buy
+14,810
New +$763K 0.28% 54

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 Wealth Partners's IEMG Position: Q1 2026 in Review

Summit Wealth Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.6% in Q1 2026, buying an estimated $30K and bringing the position to 12,078 shares worth $842K. The position accounts for 0.13% of the portfolio, ranked #115.

Summit Wealth Partners first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.39M in Q1 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Summit Wealth Partners held 12,078 shares of iShares Core MSCI Emerging Markets ETF worth $842K as of Q1 2026.
  • Summit Wealth Partners bought 415 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $30K.
  • iShares Core MSCI Emerging Markets ETF made up 0.13% of Summit Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Summit Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.39M in Q1 2021.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.