Ascent Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $19.1M | Buy |
235,805
+5,038
| +2% | +$405K | 1.89% | 9 |
|
|
2026
Q2 | $19.1M | Buy |
230,767
+10,611
| +5% | +$846K | 1.91% | 10 |
|
|
2026
Q1 | $15.4M | Buy |
+220,156
| New | +$15.9M | 1.78% | 12 |
|
|
2025
Q2 | – | Sell |
-215,463
| Closed | -$11.6M | – | 177 |
|
|
2025
Q1 | $11.6M | Buy |
215,463
+9,555
| +5% | +$514K | 1.56% | 14 |
|
|
2024
Q4 | $10.8M | Buy |
205,908
+6,024
| +3% | +$334K | 1.45% | 16 |
|
|
2024
Q3 | $11.5M | Buy |
199,884
+5,502
| +3% | +$298K | 1.6% | 13 |
|
|
2024
Q2 | $10.4M | Buy |
194,382
+2,380
| +1% | +$125K | 1.52% | 14 |
|
|
2024
Q1 | $9.9M | Buy |
192,002
+10,964
| +6% | +$549K | 1.47% | 17 |
|
|
2023
Q4 | $9.16M | Buy |
181,038
+9,067
| +5% | +$439K | 1.5% | 15 |
|
|
2023
Q3 | $8.18M | Buy |
171,971
+2,303
| +1% | +$114K | 1.51% | 16 |
|
|
2023
Q2 | $8.36M | Buy |
169,668
+6,931
| +4% | +$339K | 1.47% | 15 |
|
|
2023
Q1 | $7.94M | Buy |
162,737
+6,603
| +4% | +$324K | 1.6% | 14 |
|
|
2022
Q4 | $7.28M | Buy |
156,134
+9,724
| +7% | +$442K | 1.57% | 17 |
|
|
2022
Q3 | $6.29M | Sell |
146,410
-16,169
| -10% | -$775K | 1.5% | 20 |
|
|
2022
Q2 | $8.04M | Buy |
162,579
+9,720
| +6% | +$502K | 1.81% | 14 |
|
|
2022
Q1 | $8.49M | Buy |
152,859
+5,016
| +3% | +$290K | 1.59% | 14 |
|
|
2021
Q4 | $8.85M | Sell |
147,843
-4,615
| -3% | -$285K | 1.58% | 13 |
|
|
2021
Q3 | $9.42M | Sell |
152,458
-130,129
| -46% | -$8.28M | 1.8% | 13 |
|
|
2021
Q2 | $18.9M | Buy |
+282,587
| New | +$18.6M | 3.61% | 5 |
|
|
2021
Q1 | – | Sell |
-217,614
| Closed | -$13.5M | – | 123 |
|
|
2020
Q4 | $13.5M | Buy |
217,614
+13,522
| +7% | +$780K | 3% | 5 |
|
|
2020
Q3 | $10.8M | Buy |
204,092
+18,656
| +10% | +$978K | 2.76% | 6 |
|
|
2020
Q2 | $8.83M | Buy |
185,436
+25,881
| +16% | +$1.15M | 2.56% | 6 |
|
|
2020
Q1 | $6.46M | Sell |
159,555
-47,925
| -23% | -$2.35M | 2.36% | 9 |
|
|
2019
Q4 | $11.2M | Buy |
207,480
+4,949
| +2% | +$255K | 3.17% | 5 |
|
|
2019
Q3 | $9.9M | Buy |
202,531
+1,096
| +0.5% | +$54.4K | 3.04% | 4 |
|
|
2019
Q2 | $10.4M | Buy |
201,435
+12,568
| +7% | +$642K | 3.2% | 4 |
|
|
2019
Q1 | $9.8M | Buy |
188,867
+48,306
| +34% | +$2.45M | 3.18% | 4 |
|
|
2018
Q4 | $6.63M | Sell |
140,561
-50,650
| -26% | -$2.45M | 2.59% | 6 |
|
|
2018
Q3 | $9.9M | Buy |
191,211
+10,899
| +6% | +$569K | 3.16% | 4 |
|
|
2018
Q2 | $9.47M | Buy |
180,312
+9,053
| +5% | +$508K | 3.33% | 4 |
|
|
2018
Q1 | $10M | Buy |
171,259
+11,696
| +7% | +$692K | 3.64% | 3 |
|
|
2017
Q4 | $9.08M | Buy |
159,563
+11,613
| +8% | +$648K | 3.38% | 3 |
|
|
2017
Q3 | $7.99M | Buy |
147,950
+11,294
| +8% | +$599K | 3.2% | 4 |
|
|
2017
Q2 | $6.84M | Buy |
+136,656
| New | +$6.74M | 2.94% | 5 |
|
Other funds holding IEMG
Ascent Wealth Partners's IEMG Position: Q3 2026 in Review
Ascent Wealth Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.2% in Q3 2026, buying an estimated $405K and bringing the position to 235,805 shares worth $19.1M. The position accounts for 1.89% of the portfolio, ranked #9.
Ascent Wealth Partners first reported a position in IEMG in Q2 2017 and has held it in 34 quarters since. 1,806 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.
- Ascent Wealth Partners held 235,805 shares of iShares Core MSCI Emerging Markets ETF worth $19.1M as of Q3 2026.
- Ascent Wealth Partners bought 5,038 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $405K.
- iShares Core MSCI Emerging Markets ETF made up 1.89% of Ascent Wealth Partners's portfolio in Q3 2026, its #9 holding.
- Ascent Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 34 quarters since.
- 1,806 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.
Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.