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Sweeney & Michel’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sweeney & Michel’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 		$3.61M Sell
48,162
-1,039
-2% -$75K 1.06% 21
2025
Q4 		$3.71M Sell
49,201
-540
-1% -$36.2K 1.1% 20
2025
Q3 		$3.19M Sell
49,741
-54,207
-52% -$3.38M 1.07% 21
2025
Q2 		$6.24M Buy
103,948
+456
+0.4% +$25.4K 2.22% 11
2025
Q1 		$4.94M Buy
+103,492
New +$5.57M 2.16% 12
2024
Q3 		$5.72M Buy
99,761
+938
+0.9% +$50.8K 2.25% 14
2024
Q2 		$5.43M Sell
98,823
-710
-0.7% -$37.4K 2.32% 12
2024
Q1 		$5.37M Buy
+99,533
New +$4.98M 2.38% 12
2023
Q3 		$4.78M Sell
99,192
-514
-0.5% -$25.4K 2.5% 10
2023
Q2 		$4.97M Buy
99,706
+1,995
+2% +$97.4K 2.56% 11
2023
Q1 		$4.85M Buy
+97,711
New +$4.79M 2.58% 10

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

Sweeney & Michel's IEMG Position: Q1 2026 in Review

Sweeney & Michel reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.1% in Q1 2026, selling an estimated $75K and leaving 48,162 shares worth $3.61M. The position accounts for 1.06% of the portfolio, ranked #21.

Sweeney & Michel first reported a position in IEMG in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q2 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Sweeney & Michel held 48,162 shares of iShares Core MSCI Emerging Markets ETF worth $3.61M as of Q1 2026.
  • Sweeney & Michel sold 1,039 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $75K.
  • iShares Core MSCI Emerging Markets ETF made up 1.06% of Sweeney & Michel's portfolio in Q1 2026, its #21 holding.
  • Sweeney & Michel first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 11 quarters since.
  • Sweeney & Michel's iShares Core MSCI Emerging Markets ETF position peaked at $6.24M in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.