SWMG LLC
IEMG icon

SWMG LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

SWMG LLC’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
Q3 		$14.6M Sell
193,540
-48,283
-20% -$3.88M 3.2% 7
2026
Q2 		$19.3M Sell
241,823
-53,369
-18% -$4.25M 4.54% 6
2026
Q1 		$20.6M Sell
295,192
-32,220
-10% -$2.33M 5.88% 5
2025
Q4 		$24.1M Buy
327,412
+66,527
+26% +$4.46M 6.7% 4
2025
Q3 		$17.6M Buy
260,885
+55,028
+27% +$3.43M 5.33% 5
2025
Q2 		$12.6M Buy
205,857
+96,703
+89% +$5.4M 4.22% 8
2025
Q1 		$5.87M Buy
109,154
+33,710
+45% +$1.81M 2.33% 12
2024
Q4 		$3.99M Sell
75,444
-6,240
-8% -$346K 1.59% 15
2024
Q3 		$4.41M Sell
81,684
-10,406
-11% -$563K 1.82% 14
2024
Q2 		$4.93M Buy
92,090
+39,713
+76% +$2.09M 2.19% 12
2024
Q1 		$2.7M Sell
52,377
-37,890
-42% -$1.9M 1.22% 18
2023
Q4 		$4.57M Buy
90,267
+1,383
+2% +$67K 2.18% 10
2023
Q3 		$4.23M Sell
88,884
-39,170
-31% -$1.94M 2.22% 11
2023
Q2 		$6.31M Buy
128,054
+26,675
+26% +$1.3M 3.3% 6
2023
Q1 		$4.95M Buy
101,379
+87,353
+623% +$4.29M 2.76% 10
2022
Q4 		$655K Buy
14,026
+260
+2% +$11.8K 0.4% 37
2022
Q3 		$592K Buy
+13,766
New +$660K 0.39% 41

Other funds holding IEMG

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SWMG LLC's IEMG Position: Q3 2026 in Review

SWMG LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q3 2026, selling an estimated $3.88M and leaving 193,540 shares worth $14.6M. The position accounts for 3.2% of the portfolio, ranked #7.

SWMG LLC first reported a position in IEMG in Q3 2022 and has held it in 17 quarters since. The position peaked at $24.1M in Q4 2025. 1,163 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • SWMG LLC held 193,540 shares of iShares Core MSCI Emerging Markets ETF worth $14.6M as of Q3 2026.
  • SWMG LLC sold 48,283 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $3.88M.
  • iShares Core MSCI Emerging Markets ETF made up 3.2% of SWMG LLC's portfolio in Q3 2026, its #7 holding.
  • SWMG LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2022 and has held it in 17 quarters since.
  • SWMG LLC's iShares Core MSCI Emerging Markets ETF position peaked at $24.1M in Q4 2025.
  • 1,163 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.