Apella Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Apella Capital’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 Q2	$11.6M	Sell	145,753 -17,055	-10%	-$1.36M	0.16%	104
2026 Q1	$12.7M	Sell	162,808 -17,161	-10%	-$1.24M	0.19%	95
2025 Q4	$12.1M	Sell	179,969 -7,605	-4%	-$510K	0.24%	82
2025 Q3	$12.6M	Buy	187,574 +138,197	+280%	+$8.62M	0.28%	75
2025 Q2	$2.95M	Sell	49,377 -2,443	-5%	-$136K	0.08%	139
2025 Q1	$2.64M	Buy	51,820 +10,032	+24%	+$540K	0.09%	116
2024 Q4	$2.18M	Buy	41,788 +4,900	+13%	+$271K	0.08%	111
2024 Q3	$2.17M	Sell	36,888 -2,068	-5%	-$112K	0.09%	99
2024 Q2	$2.14M	Sell	38,956 -788	-2%	-$41.5K	0.1%	94
2024 Q1	$2.09M	Sell	39,744 -3,397	-8%	-$170K	0.11%	93
2023 Q4	$2.14M	Buy	43,141 +28,166	+188%	+$1.36M	0.12%	90
2023 Q3	$713K	Sell	14,975 -576	-4%	-$28.5K	0.05%	142
2023 Q2	$766K	Buy	+15,551	New	+$760K	0.05%	137
2022 Q4	$603K	Sell	12,913 -4,206	-25%	-$191K	0.06%	144
2022 Q3	$736K	Buy	17,119 +8,090	+90%	+$388K	0.09%	107
2022 Q2	$443K	Buy	9,029 +5,196	+136%	+$268K	0.05%	150
2022 Q1	$213K	Hold	3,833	–	–	0.03%	195
2021 Q4	$229K	Sell	3,833 -6,298	-62%	-$389K	0.03%	184
2021 Q3	$626K	Sell	10,131 -289	-3%	-$18.4K	0.09%	119
2021 Q2	$698K	Buy	10,420 +616	+6%	+$40.6K	0.11%	114
2021 Q1	$631K	Sell	9,804 -279	-3%	-$18.4K	0.2%	76
2020 Q4	$626K	Sell	10,083 -426	-4%	-$24.6K	0.22%	75
2020 Q3	$555K	Sell	10,509 -335	-3%	-$17.6K	0.22%	73
2020 Q2	$516K	Buy	+10,844	New	+$484K	0.24%	76

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Apella Capital's IEMG Position: Q2 2026 in Review

Apella Capital reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q2 2026, selling an estimated $1.36M and leaving 145,753 shares worth $11.6M. The position accounts for 0.16% of the portfolio, ranked #104.

Apella Capital first reported a position in IEMG in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.7M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Apella Capital held 145,753 shares of iShares Core MSCI Emerging Markets ETF worth $11.6M as of Q2 2026.
Apella Capital sold 17,055 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.36M.
iShares Core MSCI Emerging Markets ETF made up 0.16% of Apella Capital's portfolio in Q2 2026, its #104 holding.
Apella Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
Apella Capital's iShares Core MSCI Emerging Markets ETF position peaked at $12.7M in Q1 2026.
1,240 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.