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

Whipplewood 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 		$86.4K Hold
1,238
– – 0.04% 209
2025
Q4 		$83.2K Hold
1,238
– – 0.05% 167
2025
Q3 		$81.6K Sell
1,238
-7,757
-86% -$484K 0.05% 166
2025
Q2 		$540K Sell
8,995
-6,057
-40% -$338K 0.3% 85
2025
Q1 		$406K Buy
15,052
+7,524
+100% +$405K 0.24% 97
2024
Q4 		$393K Buy
+7,528
New +$417K 0.22% 97

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

Whipplewood Advisors's IEMG Position: Q1 2026 in Review

Whipplewood Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 1,238 shares worth $86.4K. The position accounts for 0.04% of the portfolio, ranked #209.

Whipplewood Advisors first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $540K in Q2 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Whipplewood Advisors held 1,238 shares of iShares Core MSCI Emerging Markets ETF worth $86.4K as of Q1 2026.
  • Whipplewood Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Whipplewood Advisors's portfolio in Q1 2026, its #209 holding.
  • Whipplewood Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $540K in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.