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

Wells 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	$288K	Buy	4,128 +4,108	+20,540%	+$296K	1.31%	25
2025 Q4	$1.34K	Sell	20 -685	-97%	-$46K	﹤0.01%	71
2025 Q3	$46.5K	Buy	705 +30	+4%	+$1.87K	0.06%	58
2025 Q2	$40.5K	Sell	675 -140	-17%	-$7.81K	0.06%	61
2025 Q1	$44K	Hold	815	–	–	0.06%	59
2024 Q4	$42.6K	Sell	815 -622	-43%	-$34.4K	0.06%	61
2024 Q3	$82.5K	Sell	1,437 -17,751	-93%	-$961K	0.11%	53
2024 Q2	$1.03M	Sell	19,188 -4,550	-19%	-$240K	0.68%	27
2024 Q1	$1.22M	Hold	23,738	–	–	0.83%	22
2023 Q4	$1.2M	Sell	23,738 -971	-4%	-$47K	0.87%	20
2023 Q3	$1.18M	Sell	24,709 -1,170	-5%	-$57.9K	0.91%	20
2023 Q2	$1.28M	Buy	+25,879	New	+$1.26M	0.96%	20
2022 Q4	–	Sell	-1,141	Closed	-$49K	–	66
2022 Q3	$49K	Buy	1,141 +8	+0.7%	+$383	0.05%	51
2022 Q2	$56K	Sell	1,133 -4,605	-80%	-$238K	0.05%	42
2022 Q1	$319K	Sell	5,738 -64	-1%	-$3.7K	0.27%	32
2021 Q4	$347K	Sell	5,802 -2,569	-31%	-$159K	0.28%	33
2021 Q3	$517K	Buy	8,371 +568	+7%	+$36.2K	0.44%	28
2021 Q2	$523K	Buy	7,803 +20	+0.3%	+$1.32K	0.44%	30
2021 Q1	$501K	Buy	+7,783	New	+$512K	0.45%	30

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

Wells Financial Advisors's IEMG Position: Q1 2026 in Review

Wells Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20,540% in Q1 2026, buying an estimated $296K and bringing the position to 4,128 shares worth $288K. The position accounts for 1.31% of the portfolio, ranked #25.

Wells Financial Advisors first reported a position in IEMG in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Wells Financial Advisors held 4,128 shares of iShares Core MSCI Emerging Markets ETF worth $288K as of Q1 2026.
Wells Financial Advisors bought 4,108 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $296K.
iShares Core MSCI Emerging Markets ETF made up 1.31% of Wells Financial Advisors's portfolio in Q1 2026, its #25 holding.
Wells Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 19 quarters since.
Wells Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.28M in Q2 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.