AP
IEMG icon

Appleton Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Appleton Partners’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 		$22M Sell
265,013
-1,995
-0.7% -$159K 1.35% 19
2026
Q1 		$18.6M Buy
267,008
+999
+0.4% +$72.1K 1.3% 19
2025
Q4 		$17.9M Sell
266,009
-2,653
-1% -$178K 1.18% 20
2025
Q3 		$17.7M Buy
268,662
+4,948
+2% +$309K 1.19% 20
2025
Q2 		$15.8M Buy
263,714
+2,462
+0.9% +$137K 1.12% 22
2025
Q1 		$14.1M Buy
261,252
+9,797
+4% +$527K 1.09% 26
2024
Q4 		$13.1M Buy
251,455
+5,464
+2% +$303K 0.97% 31
2024
Q3 		$14.1M Sell
245,991
-9,364
-4% -$507K 1.04% 26
2024
Q2 		$13.7M Buy
255,355
+5,620
+2% +$296K 1.05% 22
2024
Q1 		$12.9M Buy
249,735
+10,204
+4% +$511K 1% 25
2023
Q4 		$12.1M Buy
239,531
+8,442
+4% +$409K 0.98% 21
2023
Q3 		$11M Buy
231,089
+7,385
+3% +$365K 0.98% 25
2023
Q2 		$11M Buy
223,704
+16,668
+8% +$814K 0.93% 27
2023
Q1 		$10.1M Buy
207,036
+5,953
+3% +$292K 0.9% 27
2022
Q4 		$9.39M Buy
201,083
+6,012
+3% +$273K 0.89% 31
2022
Q3 		$8.38M Buy
195,071
+15,236
+8% +$730K 0.84% 31
2022
Q2 		$8.82M Buy
179,835
+6,996
+4% +$362K 0.83% 30
2022
Q1 		$9.6M Buy
172,839
+11,585
+7% +$669K 0.78% 38
2021
Q4 		$9.65M Buy
161,254
+13,130
+9% +$810K 0.73% 39
2021
Q3 		$9.15M Buy
148,124
+27,910
+23% +$1.78M 0.76% 38
2021
Q2 		$8.05M Buy
120,214
+28,962
+32% +$1.91M 0.69% 41
2021
Q1 		$5.87M Buy
91,252
+51,470
+129% +$3.39M 0.55% 52
2020
Q4 		$2.47M Buy
39,782
+1,110
+3% +$64K 0.24% 89
2020
Q3 		$2.04M Sell
38,672
-1,000
-3% -$52.4K 0.23% 95
2020
Q2 		$1.89M Sell
39,672
-9,671
-20% -$432K 0.23% 99
2020
Q1 		$2M Sell
49,343
-2,819
-5% -$138K 0.28% 87
2019
Q4 		$2.8M Sell
52,162
-680
-1% -$35K 0.31% 86
2019
Q3 		$2.59M Sell
52,842
-615
-1% -$30.5K 0.31% 84
2019
Q2 		$2.75M Sell
53,457
-1,485
-3% -$75.9K 0.34% 81
2019
Q1 		$2.84M Sell
54,942
-695
-1% -$35.2K 0.38% 75
2018
Q4 		$2.62M Sell
55,637
-2,340
-4% -$113K 0.39% 73
2018
Q3 		$3M Sell
57,977
-505
-0.9% -$26.4K 0.4% 75
2018
Q2 		$3.07M Buy
58,482
+365
+0.6% +$20.5K 0.44% 71
2018
Q1 		$3.39M Buy
58,117
+955
+2% +$56.5K 0.52% 62
2017
Q4 		$3.25M Sell
57,162
-440
-0.8% -$24.6K 0.5% 61
2017
Q3 		$3.11M Buy
57,602
+410
+0.7% +$21.8K 0.52% 63
2017
Q2 		$2.86M Buy
57,192
+5,040
+10% +$249K 0.48% 69
2017
Q1 		$2.49M Buy
+52,152
New +$2.4M 0.46% 69

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Appleton Partners's IEMG Position: Q2 2026 in Review

Appleton Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.75% in Q2 2026, selling an estimated $159K and leaving 265,013 shares worth $22M. The position accounts for 1.35% of the portfolio, ranked #19.

Appleton Partners first reported a position in IEMG in Q1 2017 and has held it in 38 quarters since. 624 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Appleton Partners held 265,013 shares of iShares Core MSCI Emerging Markets ETF worth $22M as of Q2 2026.
  • Appleton Partners sold 1,995 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $159K.
  • iShares Core MSCI Emerging Markets ETF made up 1.35% of Appleton Partners's portfolio in Q2 2026, its #19 holding.
  • Appleton Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 38 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.