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

West Wealth 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	$643K	Sell	9,216 -1,200	-12%	-$86.6K	0.13%	61
2025 Q4	$700K	Buy	10,416 +171	+2%	+$11.5K	0.15%	51
2025 Q3	$682K	Buy	10,245 +390	+4%	+$24.3K	0.15%	48
2025 Q2	$601K	Buy	9,855 +33	+0.3%	+$1.84K	0.15%	48
2025 Q1	$532K	Sell	9,822 -514	-5%	-$27.7K	0.16%	47
2024 Q4	$540K	Sell	10,336 -2,534	-20%	-$140K	0.16%	45
2024 Q3	$739K	Sell	12,870 -2,817	-18%	-$152K	0.24%	33
2024 Q2	$840K	Sell	15,687 -3,303	-17%	-$174K	0.3%	34
2024 Q1	$980K	Sell	18,990 -136,407	-88%	-$6.83M	0.36%	34
2023 Q4	$7.86M	Sell	155,397 -3,127	-2%	-$151K	3.1%	8
2023 Q3	$7.54M	Sell	158,524 -104,991	-40%	-$5.2M	3.29%	8
2023 Q2	$13M	Buy	263,515 +2,860	+1%	+$140K	5.5%	6
2023 Q1	$12.7M	Buy	+260,655	New	+$12.8M	5.89%	6

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

West Wealth Group's IEMG Position: Q1 2026 in Review

West Wealth Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q1 2026, selling an estimated $86.6K and leaving 9,216 shares worth $643K. The position accounts for 0.13% of the portfolio, ranked #61.

West Wealth Group first reported a position in IEMG in Q1 2023 and has held it in 13 quarters since. The position peaked at $13M in Q2 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

West Wealth Group held 9,216 shares of iShares Core MSCI Emerging Markets ETF worth $643K as of Q1 2026.
West Wealth Group sold 1,200 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $86.6K.
iShares Core MSCI Emerging Markets ETF made up 0.13% of West Wealth Group's portfolio in Q1 2026, its #61 holding.
West Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
West Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $13M in Q2 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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