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Walkner Condon Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Walkner Condon Financial 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 		$1.1M Sell
15,776
-516
-3% -$37.2K 0.15% 110
2025
Q4 		$1.1M Sell
16,292
-5,136
-24% -$345K 0.15% 107
2025
Q3 		$1.41M Buy
21,428
+11,455
+115% +$714K 0.22% 87
2025
Q2 		$599K Buy
9,973
+429
+4% +$23.9K 0.11% 138
2025
Q1 		$515K Buy
9,544
+634
+7% +$34.1K 0.1% 152
2024
Q4 		$465K Buy
8,910
+1,599
+22% +$88.5K 0.09% 169
2024
Q3 		$420K Sell
7,311
-310
-4% -$16.8K 0.09% 175
2024
Q2 		$408K Sell
7,621
-3,537
-32% -$187K 0.09% 161
2024
Q1 		$576K Sell
11,158
-3,543
-24% -$177K 0.12% 137
2023
Q4 		$744K Buy
14,701
+3,867
+36% +$187K 0.17% 112
2023
Q3 		$516K Sell
10,834
-16
-0.1% -$792 0.14% 131
2023
Q2 		$535K Sell
10,850
-1,751
-14% -$85.5K 0.14% 125
2023
Q1 		$615K Buy
12,601
+2,493
+25% +$122K 0.17% 110
2022
Q4 		$472K Buy
10,108
+2,543
+34% +$116K 0.14% 130
2022
Q3 		$325K Sell
7,565
-1,509
-17% -$72.3K 0.1% 155
2022
Q2 		$445K Sell
9,074
-960
-10% -$49.6K 0.14% 130
2022
Q1 		$557K Sell
10,034
-3,488
-26% -$202K 0.16% 119
2021
Q4 		$809K Sell
13,522
-324
-2% -$20K 0.53% 51
2021
Q3 		$853K Buy
13,846
+3,881
+39% +$247K 0.42% 53
2021
Q2 		$666K Buy
9,965
+2,736
+38% +$180K 0.24% 76
2021
Q1 		$465K Buy
7,229
+2,262
+46% +$149K 0.18% 103
2020
Q4 		$308K Buy
+4,967
New +$286K 0.13% 105

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

Walkner Condon Financial Advisors's IEMG Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.2% in Q1 2026, selling an estimated $37.2K and leaving 15,776 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #110.

Walkner Condon Financial Advisors first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Walkner Condon Financial Advisors held 15,776 shares of iShares Core MSCI Emerging Markets ETF worth $1.1M as of Q1 2026.
  • Walkner Condon Financial Advisors sold 516 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $37.2K.
  • iShares Core MSCI Emerging Markets ETF made up 0.15% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #110 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.41M in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.