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

Triad 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	$23.3M	Sell	333,512 -79,768	-19%	-$5.76M	1.84%	10
2025 Q4	$27.8M	Buy	413,280 +150,209	+57%	+$10.1M	2.64%	6
2025 Q3	$17.3M	Buy	263,071 +81,800	+45%	+$5.1M	2.24%	10
2025 Q2	$10.9M	Buy	181,271 +94,989	+110%	+$5.3M	2.2%	10
2025 Q1	$4.66M	Buy	86,282 +52,784	+158%	+$2.84M	1.45%	16
2024 Q4	$1.75M	Buy	33,498 +21,165	+172%	+$1.17M	0.63%	36
2024 Q3	$708K	Buy	12,333 +11,971	+3,307%	+$648K	0.38%	40
2024 Q2	$19.4K	Buy	+362	New	+$19.1K	0.01%	352

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

Triad Wealth Partners's IEMG Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 19% in Q1 2026, selling an estimated $5.76M and leaving 333,512 shares worth $23.3M. The position accounts for 1.84% of the portfolio, ranked #10.

Triad Wealth Partners first reported a position in IEMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $27.8M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Triad Wealth Partners held 333,512 shares of iShares Core MSCI Emerging Markets ETF worth $23.3M as of Q1 2026.
Triad Wealth Partners sold 79,768 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $5.76M.
iShares Core MSCI Emerging Markets ETF made up 1.84% of Triad Wealth Partners's portfolio in Q1 2026, its #10 holding.
Triad Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $27.8M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.