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

Wealth Alliance’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 		$20.5M Sell
293,391
-47,119
-14% -$3.4M 2.02% 7
2025
Q4 		$22.9M Buy
340,510
+55,536
+19% +$3.73M 2.24% 6
2025
Q3 		$18.8M Buy
284,974
+44,510
+19% +$2.78M 1.93% 11
2025
Q2 		$14.4M Buy
240,464
+117,819
+96% +$6.57M 1.61% 10
2025
Q1 		$6.62M Buy
122,645
+63,953
+109% +$3.44M 0.8% 21
2024
Q4 		$3.06M Sell
58,692
-16,542
-22% -$916K 0.37% 50
2024
Q3 		$4.32M Sell
75,234
-43,073
-36% -$2.33M 0.52% 30
2024
Q2 		$6.33M Buy
118,307
+58,886
+99% +$3.1M 0.82% 18
2024
Q1 		$3.07M Sell
59,421
-51,064
-46% -$2.56M 0.4% 44
2023
Q4 		$5.59M Buy
110,485
+13,421
+14% +$650K 0.78% 18
2023
Q3 		$4.62M Sell
97,064
-45,358
-32% -$2.24M 0.73% 16
2023
Q2 		$7.02M Buy
142,422
+29,455
+26% +$1.44M 1.05% 13
2023
Q1 		$5.51M Buy
+112,967
New +$5.54M 0.89% 14
2022
Q1 		– Sell
-4,029
Closed -$241K – 460
2021
Q4 		$241K Buy
+4,029
New +$249K 0.05% 377
2021
Q3 		– Sell
-23,052
Closed -$1.54M – 438
2021
Q2 		$1.54M Sell
23,052
-15
-0.1% -$988 0.36% 57
2021
Q1 		$1.49M Sell
23,067
-2,677
-10% -$176K 0.42% 52
2020
Q4 		$1.6M Buy
25,744
+677
+3% +$39K 0.47% 42
2020
Q3 		$1.32M Sell
25,067
-240
-0.9% -$12.6K 0.48% 49
2020
Q2 		$1.21M Buy
+25,307
New +$1.13M 0.48% 48

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

Wealth Alliance's IEMG Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q1 2026, selling an estimated $3.4M and leaving 293,391 shares worth $20.5M. The position accounts for 2.02% of the portfolio, ranked #7.

Wealth Alliance first reported a position in IEMG in Q2 2020 and has held it in 19 quarters since. The position peaked at $22.9M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Wealth Alliance held 293,391 shares of iShares Core MSCI Emerging Markets ETF worth $20.5M as of Q1 2026.
  • Wealth Alliance sold 47,119 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.4M.
  • iShares Core MSCI Emerging Markets ETF made up 2.02% of Wealth Alliance's portfolio in Q1 2026, its #7 holding.
  • Wealth Alliance first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 19 quarters since.
  • Wealth Alliance's iShares Core MSCI Emerging Markets ETF position peaked at $22.9M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.