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Upturn AI Summary
iShares Core MSCI Emerging Markets ETF(IEMG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IEMG
10/08/2026: IEMG (4-star) is a REGULAR-BUY. BUY for 31 days. Simulated Profits (-1.65%). Updated daily EoD!
IEMG provides low-cost, broad exposure to emerging market equities across large, mid, and small-cap segments. It is a highly liquid and efficient vehicle for international diversification, managed by the reputable BlackRock/iShares team. Investors use it primarily as a core component of a global equity strategy to capture long-term growth in developing economies. Key risks include political and geopolitical volatility, currency fluctuation, and regional economic sensitivity. It is most suitable for long-term investors capable of weathering significant short-term market swings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Emerging markets offer high potential for long-term growth as developing economies catch up to developed standards. |
| Momentum investor | Mixed fit | Momentum signals in emerging markets are often erratic and should be treated as conditional on strong regional uptrends. |
| Value investor | Strong fit | Emerging market equities often trade at lower price-to-earnings multiples compared to US equities, offering value opportunities. |
| Dividend/Income investor | Mixed fit | While many emerging market companies pay dividends, this fund is primarily focused on capital appreciation rather than yield. |
| Low-risk investor | Weak fit | High geopolitical, currency, and market volatility make this unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking to diversify a global equity portfolio with high-growth potential markets.
Suitability
Best suited for passive long-term index followers who can tolerate high volatility for potential growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are subject to significant price swings due to economic and political instability. |
| Market risk | High | General market downturns in developing countries can lead to sharp declines in portfolio value. |
| Concentration | Medium | Heavy exposure to a few dominant emerging economies can increase sensitivity to regional-specific issues. |
| Tracking/expense | Low | The fund has a very low expense ratio and tracks its index effectively. |
| Liquidity | Low | The ETF itself is very liquid, though some underlying securities may face liquidity constraints. |
| Business/sector quality | Medium / high | The diversity of companies varies, including some state-owned enterprises with different governance standards. |
Risk Analysis
Volatility
IEMG exhibits higher volatility than broad US market indices, consistent with the emerging market asset class.
Market Risk
Risks include political instability, regulatory unpredictability, currency depreciation, and reduced transparency in certain markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | China (Equity) | 25 | Represents the largest single-country allocation, providing significant exposure to Chinese economic growth. |
| Geography | India (Equity) | 20 | Reflects a major growth engine in emerging markets with increasing global economic significance. |
| Geography | Taiwan (Equity) | 18 | Provides exposure to key global semiconductor and technology manufacturing supply chains. |
| Geography | South Korea (Equity) | 12 | Offers access to developed-style emerging market companies in electronics and automotive sectors. |
| Geography | Other Emerging Markets (Brazil, Saudi Arabia, etc.) | 25 | Provides broad diversification across remaining emerging economies to smooth regional volatility. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 5.56% | Avg. Invested days 54 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $162.19B |
| Issuer | iShares |
| Expense Ratio | 0.09% |
| Distribution Yield | 2.21% |
| Inception | Oct 18, 2012 |
Performance
| Period | Total Return |
|---|---|
| YTD | +23.48% |
| 1 Year | +26.52% |
| 3 Year | +23.85% |
| 5 Year | +9.06% |
| 10 Year | +9.01% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 21.69% |
| 3Y Volatility | 15.23% |
| 3Y Sharpe Ratio | 1.14 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 54.14% |
| Large Cap | 28.03% |
| Mid Cap | 13.74% |
| Small Cap | 2.74% |
| Micro Cap | 0.12% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 41.97% |
| Financial Services | 18.13% |
| Consumer Cyclicals | 7.81% |
| Industrials | 7.49% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 9.61x |
| Portfolio P/B | 1.93x |
| Portfolio P/S | 1.7x |
| Holdings Turnover | 21.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 14.01% |
| Samsung Electronics | 6.62% |
| SK Hynix | 5.10% |
| Tencent Holdings | 2.34% |
| Alibaba Group Holding | 1.61% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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