Wealthspire Advisors (New York)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wealthspire Advisors (New York)’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	$118M	Sell	1,687,480 -7,578	-0.4%	-$547K	0.92%	21
2025 Q4	$114M	Sell	1,695,058 -9,909	-0.6%	-$665K	0.91%	21
2025 Q3	$112M	Sell	1,704,967 -13,887	-0.8%	-$866K	0.59%	23
2025 Q2	$103M	Buy	1,718,854 +64,589	+4%	+$3.6M	0.58%	24
2025 Q1	$89.3M	Buy	1,654,265 +18,790	+1%	+$1.01M	0.53%	30
2024 Q4	$85.4M	Buy	1,635,475 +7,096	+0.4%	+$393K	0.85%	23
2024 Q3	$93.5M	Buy	1,628,379 +40,798	+3%	+$2.21M	0.95%	22
2024 Q2	$85M	Sell	1,587,581 -10,308	-0.6%	-$544K	1.09%	18
2024 Q1	$82.5M	Sell	1,597,889 -21,015	-1%	-$1.05M	1.1%	19
2023 Q4	$81.9M	Buy	1,618,904 +22,417	+1%	+$1.09M	1.16%	17
2023 Q3	$76M	Buy	1,596,487 +19,337	+1%	+$957K	1.25%	16
2023 Q2	$77.7M	Buy	1,577,150 +8,424	+0.5%	+$411K	1.27%	16
2023 Q1	$76.5M	Buy	1,568,726 +49,101	+3%	+$2.41M	1.31%	16
2022 Q4	$71M	Buy	1,519,625 +812,489	+115%	+$37M	1.29%	17
2022 Q3	$30.4M	Buy	707,136 +251,062	+55%	+$12M	0.64%	32
2022 Q2	$22.4M	Sell	456,074 -5,951	-1%	-$308K	0.47%	36
2022 Q1	$25.7M	Buy	462,025 +89,499	+24%	+$5.17M	0.58%	27
2021 Q4	$22.3M	Buy	372,526 +110,204	+42%	+$6.8M	0.49%	27
2021 Q3	$16.2M	Sell	262,322 -102	-0%	-$6.49K	0.34%	41
2021 Q2	$17.6M	Sell	262,424 -11,729	-4%	-$773K	0.46%	30
2021 Q1	$17.6M	Buy	274,153 +12,580	+5%	+$828K	0.42%	32
2020 Q4	$16.2M	Buy	261,573 +18,723	+8%	+$1.08M	0.48%	29
2020 Q3	$12.8M	Buy	242,850 +282	+0.1%	+$14.8K	0.76%	20
2020 Q2	$11.5M	Buy	242,568 +75,656	+45%	+$3.38M	0.8%	19
2020 Q1	$6.75M	Buy	+166,912	New	+$8.2M	0.28%	53
2019 Q1	–	Sell	-634	Closed	-$30K	–	392
2018 Q4	$30K	Buy	+634	New	+$30.7K	﹤0.01%	260

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

Wealthspire Advisors (New York)'s IEMG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.45% in Q1 2026, selling an estimated $547K and leaving 1,687,480 shares worth $118M. The position accounts for 0.92% of the portfolio, ranked #21.

Wealthspire Advisors (New York) first reported a position in IEMG in Q4 2018 and has held it in 26 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Wealthspire Advisors (New York) held 1,687,480 shares of iShares Core MSCI Emerging Markets ETF worth $118M as of Q1 2026.
Wealthspire Advisors (New York) sold 7,578 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $547K.
iShares Core MSCI Emerging Markets ETF made up 0.92% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #21 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 26 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.