WBH Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WBH Advisory’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	$9.59M	Buy	136,447 +15,517	+13%	+$1.12M	0.72%	37
2025 Q4	$8.13M	Buy	120,930 +50	+0%	+$3.35K	0.6%	42
2025 Q3	$7.97M	Buy	120,880 +6,064	+5%	+$378K	0.61%	41
2025 Q2	$6.89M	Sell	114,816 -2,862	-2%	-$160K	0.59%	42
2025 Q1	$6.35M	Sell	117,678 -924	-0.8%	-$49.7K	0.59%	45
2024 Q4	$6.19M	Buy	118,602 +1,847	+2%	+$102K	0.57%	44
2024 Q3	$6.7M	Buy	116,755 +177	+0.2%	+$9.58K	0.63%	43
2024 Q2	$6.24M	Sell	116,578 -2,338	-2%	-$123K	0.63%	42
2024 Q1	$6.14M	Buy	118,916 +2,621	+2%	+$131K	0.63%	43
2023 Q4	$5.88M	Sell	116,295 -41,621	-26%	-$2.02M	0.65%	42
2023 Q3	$7.52M	Buy	157,916 +9,828	+7%	+$486K	0.92%	32
2023 Q2	$7.3M	Sell	148,088 -10,088	-6%	-$493K	0.86%	33
2023 Q1	$7.72M	Buy	+158,176	New	+$7.76M	0.96%	30
2022 Q3	$4.85M	Sell	112,747 -15,710	-12%	-$753K	0.7%	40
2022 Q2	$6.13M	Sell	128,457 -9,148	-7%	-$473K	0.82%	38
2022 Q1	$7.17M	Buy	137,605 +14,925	+12%	+$862K	0.88%	36
2021 Q4	$7.34M	Buy	122,680 +29,285	+31%	+$1.81M	0.84%	30
2021 Q3	$5.77M	Sell	93,395 -16,986	-15%	-$1.08M	0.78%	34
2021 Q2	$6.97M	Buy	110,381 +23,545	+27%	+$1.55M	1.02%	24
2021 Q1	$5.59M	Buy	86,836 +3,914	+5%	+$257K	0.9%	30
2020 Q4	$5.58M	Buy	82,922 +6,893	+9%	+$397K	0.96%	26
2020 Q3	$4.01M	Buy	76,029 +5,920	+8%	+$310K	0.81%	33
2020 Q2	$3.34M	Buy	70,109 +8,568	+14%	+$382K	0.81%	34
2020 Q1	$2.49K	Buy	61,541 +3,744	+6%	+$184K	0.58%	37
2019 Q4	$3.11M	Buy	57,797 +3,245	+6%	+$167K	0.64%	37
2019 Q3	$2.67M	Buy	54,552 +5,541	+11%	+$275K	0.6%	40
2019 Q2	$2.52M	Buy	49,011 +5,827	+13%	+$298K	0.58%	40
2019 Q1	$2.23M	Buy	43,184 +868	+2%	+$44K	0.53%	44
2018 Q4	$2K	Sell	42,316 -21,259	-33%	-$1.03M	0.48%	44
2018 Q3	$3.29M	Sell	63,575 -2,141	-3%	-$112K	0.8%	29
2018 Q2	$3.45M	Buy	65,716 +11,254	+21%	+$631K	0.89%	27
2018 Q1	$3.18M	Buy	54,462 +3,052	+6%	+$180K	0.86%	27
2017 Q4	$2.92M	Buy	51,410 +5,214	+11%	+$291K	0.78%	30
2017 Q3	$2.5M	Buy	46,196 +4,187	+10%	+$222K	0.7%	35
2017 Q2	$2.1M	Buy	42,009 +25,445	+154%	+$1.26M	0.59%	39
2017 Q1	$791K	Buy	16,564 +6,624	+67%	+$305K	0.24%	93
2016 Q4	$421K	Buy	+9,940	New	+$436K	0.14%	146

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

WBH Advisory's IEMG Position: Q1 2026 in Review

WBH Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q1 2026, buying an estimated $1.12M and bringing the position to 136,447 shares worth $9.59M. The position accounts for 0.72% of the portfolio, ranked #37.

WBH Advisory first reported a position in IEMG in Q4 2016 and has held it in 37 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

WBH Advisory held 136,447 shares of iShares Core MSCI Emerging Markets ETF worth $9.59M as of Q1 2026.
WBH Advisory bought 15,517 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.12M.
iShares Core MSCI Emerging Markets ETF made up 0.72% of WBH Advisory's portfolio in Q1 2026, its #37 holding.
WBH Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 37 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.