Talisman Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Talisman Wealth 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	$1.02M	Buy	14,552 +1,363	+10%	+$98.4K	0.82%	33
2025 Q4	$887K	Buy	13,189 +4,910	+59%	+$329K	0.69%	43
2025 Q3	$546K	Buy	8,279 +1,464	+21%	+$91.3K	0.45%	55
2025 Q2	$409K	Buy	6,815 +63	+0.9%	+$3.52K	0.37%	65
2025 Q1	$364K	Buy	6,752 +201	+3%	+$10.8K	0.37%	68
2024 Q4	$342K	Buy	6,551 +116	+2%	+$6.42K	0.36%	67
2024 Q3	$374K	Buy	6,435 +243	+4%	+$13.2K	0.39%	66
2024 Q2	$331K	Sell	6,192 -90	-1%	-$4.75K	0.38%	66
2024 Q1	$324K	Buy	6,282 +149	+2%	+$7.46K	0.41%	64
2023 Q4	$310K	Sell	6,133 -628	-9%	-$30.4K	0.46%	64
2023 Q3	$322K	Sell	6,761 -806	-11%	-$39.9K	0.56%	57
2023 Q2	$373K	Sell	7,567 -371	-5%	-$18.1K	0.64%	51
2023 Q1	$387K	Sell	7,938 -79	-1%	-$3.88K	0.7%	43
2022 Q4	$374K	Buy	+8,017	New	+$365K	0.8%	39

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

Talisman Wealth Advisors's IEMG Position: Q1 2026 in Review

Talisman Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q1 2026, buying an estimated $98.4K and bringing the position to 14,552 shares worth $1.02M. The position accounts for 0.82% of the portfolio, ranked #33.

Talisman Wealth Advisors first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Talisman Wealth Advisors held 14,552 shares of iShares Core MSCI Emerging Markets ETF worth $1.02M as of Q1 2026.
Talisman Wealth Advisors bought 1,363 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $98.4K.
iShares Core MSCI Emerging Markets ETF made up 0.82% of Talisman Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Talisman Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.