WESCAP Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WESCAP Management Group’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	$2.84M	Sell	40,705 -1,152	-3%	-$83.1K	0.56%	37
2025 Q4	$2.81M	Buy	41,857 +504	+1%	+$33.8K	0.57%	37
2025 Q3	$2.73M	Sell	41,353 -131	-0.3%	-$8.17K	0.57%	39
2025 Q2	$2.49M	Sell	41,484 -7,786	-16%	-$434K	0.57%	41
2025 Q1	$2.66M	Sell	49,270 -3,692	-7%	-$199K	0.65%	37
2024 Q4	$2.77M	Buy	52,962 +3,937	+8%	+$218K	0.67%	35
2024 Q3	$2.81M	Buy	49,025 +15,315	+45%	+$829K	0.7%	31
2024 Q2	$1.8M	Buy	33,710 +535	+2%	+$28.2K	0.51%	39
2024 Q1	$1.71M	Sell	33,175 -901	-3%	-$45.1K	0.5%	40
2023 Q4	$1.72M	Buy	34,076 +29	+0.1%	+$1.41K	0.56%	38
2023 Q3	$1.62M	Buy	34,047 +197	+0.6%	+$9.75K	0.58%	37
2023 Q2	$1.67M	Sell	33,850 -4,526	-12%	-$221K	0.58%	38
2023 Q1	$1.87M	Sell	38,376 -844	-2%	-$41.4K	0.66%	35
2022 Q4	$1.83M	Sell	39,220 -10,789	-22%	-$491K	0.64%	37
2022 Q3	$2.15M	Sell	50,009 -5,484	-10%	-$263K	0.82%	27
2022 Q2	$2.72M	Buy	55,493 +1,710	+3%	+$88.4K	0.93%	28
2022 Q1	$2.99M	Sell	53,783 -31,891	-37%	-$1.84M	0.84%	30
2021 Q4	$5.13M	Buy	85,674 +29,911	+54%	+$1.85M	1.42%	20
2021 Q3	$3.44M	Buy	55,763 +2,369	+4%	+$151K	1%	28
2021 Q2	$3.58M	Sell	53,394 -2,676	-5%	-$176K	1.04%	26
2021 Q1	$3.61M	Buy	56,070 +1,047	+2%	+$68.9K	1%	27
2020 Q4	$3.41M	Sell	55,023 -1,188	-2%	-$68.5K	1.02%	27
2020 Q3	$2.97M	Sell	56,211 -2,744	-5%	-$144K	0.99%	27
2020 Q2	$2.81M	Buy	58,955 +859	+1%	+$38.3K	0.99%	24
2020 Q1	$2.35M	Sell	58,096 -80,406	-58%	-$3.95M	0.98%	27
2019 Q4	$7.45M	Buy	138,502 +19,138	+16%	+$986K	2.9%	10
2019 Q3	$5.85M	Buy	119,364 +12,703	+12%	+$630K	2.41%	12
2019 Q2	$5.49M	Buy	106,661 +18,749	+21%	+$958K	2.27%	12
2019 Q1	$4.54M	Buy	87,912 +13,437	+18%	+$681K	1.94%	14
2018 Q4	$3.51M	Buy	74,475 +60,364	+428%	+$2.92M	1.68%	17
2018 Q3	$730K	Sell	14,111 -881	-6%	-$46K	0.37%	47
2018 Q2	$787K	Buy	14,992 +6,456	+76%	+$362K	0.38%	46
2018 Q1	$498K	Buy	+8,536	New	+$505K	0.2%	62

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

WESCAP Management Group's IEMG Position: Q1 2026 in Review

WESCAP Management Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.8% in Q1 2026, selling an estimated $83.1K and leaving 40,705 shares worth $2.84M. The position accounts for 0.56% of the portfolio, ranked #37.

WESCAP Management Group first reported a position in IEMG in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.45M in Q4 2019. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

WESCAP Management Group held 40,705 shares of iShares Core MSCI Emerging Markets ETF worth $2.84M as of Q1 2026.
WESCAP Management Group sold 1,152 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $83.1K.
iShares Core MSCI Emerging Markets ETF made up 0.56% of WESCAP Management Group's portfolio in Q1 2026, its #37 holding.
WESCAP Management Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
WESCAP Management Group's iShares Core MSCI Emerging Markets ETF position peaked at $7.45M in Q4 2019.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.