Windward Private Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Windward Private Wealth Management’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	$342K	Buy	4,904 +1,103	+29%	+$79.6K	0.12%	33
2025 Q4	$256K	Hold	3,801	–	–	0.09%	41
2025 Q3	$251K	Hold	3,801	–	–	0.09%	41
2025 Q2	$228K	Buy	+3,801	New	+$212K	0.08%	41
2023 Q4	–	Sell	-4,950	Closed	-$236K	–	49
2023 Q3	$236K	Buy	+4,950	New	+$245K	0.11%	43

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

Windward Private Wealth Management's IEMG Position: Q1 2026 in Review

Windward Private Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 29% in Q1 2026, buying an estimated $79.6K and bringing the position to 4,904 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #33.

Windward Private Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 5 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Windward Private Wealth Management held 4,904 shares of iShares Core MSCI Emerging Markets ETF worth $342K as of Q1 2026.
Windward Private Wealth Management bought 1,103 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $79.6K.
iShares Core MSCI Emerging Markets ETF made up 0.12% of Windward Private Wealth Management's portfolio in Q1 2026, its #33 holding.
Windward Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 5 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.