Aspen Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Aspen Investment 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 Q2	$1.38M	Buy	16,606 +1,990	+14%	+$159K	0.37%	83
2026 Q1	$1.02M	Buy	14,616 +2,073	+17%	+$150K	0.31%	89
2025 Q4	$843K	Buy	12,543 +1,313	+12%	+$88.1K	0.25%	96
2025 Q3	$740K	Sell	11,230 -15	-0.1%	-$936	0.29%	86
2025 Q2	$675K	Sell	11,245 -43	-0.4%	-$2.4K	0.28%	84
2025 Q1	$609K	Hold	11,288	–	–	0.28%	87
2024 Q4	$589K	Sell	11,288 -3,902	-26%	-$216K	0.27%	93
2024 Q3	$872K	Sell	15,190 -310	-2%	-$16.8K	0.41%	71
2024 Q2	$830K	Sell	15,500 -590	-4%	-$31.1K	0.41%	70
2024 Q1	$830K	Sell	16,090 -775	-5%	-$38.8K	0.42%	71
2023 Q4	$853K	Sell	16,865 -458	-3%	-$22.2K	0.48%	65
2023 Q3	$824K	Sell	17,323 -202	-1%	-$10K	0.5%	62
2023 Q2	$864K	Sell	17,525 -1,969	-10%	-$96.2K	0.51%	64
2023 Q1	$951K	Buy	19,494 +4,275	+28%	+$210K	0.61%	54
2022 Q4	$711K	Sell	15,219 -769	-5%	-$35K	0.46%	69
2022 Q3	$687K	Buy	15,988 +6	+0%	+$288	0.46%	71
2022 Q2	$784K	Sell	15,982 -48	-0.3%	-$2.48K	0.49%	67
2022 Q1	$890K	Buy	16,030 +505	+3%	+$29.2K	0.47%	75
2021 Q4	$929K	Buy	15,525 +206	+1%	+$12.7K	0.46%	75
2021 Q3	$946K	Sell	15,319 -40	-0.3%	-$2.55K	0.5%	67
2021 Q2	$1.03M	Buy	15,359 +305	+2%	+$20.1K	0.54%	67
2021 Q1	$969K	Sell	15,054 -50	-0.3%	-$3.29K	0.54%	64
2020 Q4	$937K	Buy	15,104 +319	+2%	+$18.4K	0.55%	64
2020 Q3	$781K	Sell	14,785 -288	-2%	-$15.1K	0.52%	67
2020 Q2	$717K	Sell	15,073 -168	-1%	-$7.5K	0.51%	65
2020 Q1	$617K	Sell	15,241 -264	-2%	-$13K	0.53%	61
2019 Q4	$834K	Hold	15,505	–	–	0.52%	67
2019 Q3	$760K	Sell	15,505 -200	-1%	-$9.92K	0.51%	68
2019 Q2	$808K	Sell	15,705 -50	-0.3%	-$2.56K	0.53%	65
2019 Q1	$815K	Buy	15,755 +100	+0.6%	+$5.07K	0.57%	60
2018 Q4	$738K	Sell	15,655 -1,827	-10%	-$88.3K	0.59%	56
2018 Q3	$905K	Buy	17,482 +355	+2%	+$18.5K	0.6%	52
2018 Q2	$899K	Sell	17,127 -806	-4%	-$45.2K	0.62%	50
2018 Q1	$1.05M	Buy	17,933 +3,363	+23%	+$199K	0.75%	42
2017 Q4	$829K	Buy	14,570 +5,795	+66%	+$324K	0.59%	50
2017 Q3	$474K	Hold	8,775	–	–	0.35%	80
2017 Q2	$439K	Buy	8,775 +100	+1%	+$4.93K	0.33%	86
2017 Q1	$415K	Buy	8,675 +934	+12%	+$43K	0.31%	87
2016 Q4	$329K	Sell	7,741 -284	-4%	-$12.5K	0.25%	93
2016 Q3	$366K	Sell	8,025 -200	-2%	-$8.88K	0.29%	80
2016 Q2	$344K	Buy	8,225 +500	+6%	+$20.5K	0.28%	78
2016 Q1	$322K	Sell	7,725 -200	-3%	-$7.56K	0.29%	77
2015 Q4	$312K	Hold	7,925	–	–	0.31%	83
2015 Q3	$316K	Hold	7,925	–	–	0.31%	80
2015 Q2	$381K	Buy	+7,925	New	+$401K	0.32%	75

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Aspen Investment Management's IEMG Position: Q2 2026 in Review

Aspen Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q2 2026, buying an estimated $159K and bringing the position to 16,606 shares worth $1.38M. The position accounts for 0.37% of the portfolio, ranked #83.

Aspen Investment Management first reported a position in IEMG in Q2 2015 and has held it in 45 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Aspen Investment Management held 16,606 shares of iShares Core MSCI Emerging Markets ETF worth $1.38M as of Q2 2026.
Aspen Investment Management bought 1,990 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $159K.
iShares Core MSCI Emerging Markets ETF made up 0.37% of Aspen Investment Management's portfolio in Q2 2026, its #83 holding.
Aspen Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 45 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.