Aureus Asset Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Aureus Asset 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	$448K	Sell	5,405 -884	-14%	-$70.5K	0.03%	163
2026 Q1	$439K	Buy	+6,289	New	+$454K	0.03%	162
2022 Q3	–	Sell	-6,825	Closed	-$335K	–	179
2022 Q2	$335K	Hold	6,825	–	–	0.03%	147
2022 Q1	$379K	Hold	6,825	–	–	0.03%	164
2021 Q4	$409K	Hold	6,825	–	–	0.03%	148
2021 Q3	$422K	Hold	6,825	–	–	0.03%	143
2021 Q2	$457K	Sell	6,825 -675	-9%	-$44.5K	0.03%	145
2021 Q1	$483K	Hold	7,500	–	–	0.04%	119
2020 Q4	$465K	Hold	7,500	–	–	0.04%	127
2020 Q3	$396K	Hold	7,500	–	–	0.04%	132
2020 Q2	$357K	Hold	7,500	–	–	0.04%	123
2020 Q1	$304K	Hold	7,500	–	–	0.04%	122
2019 Q4	$403K	Hold	7,500	–	–	0.05%	124
2019 Q3	$368K	Hold	7,500	–	–	0.05%	122
2019 Q2	$386K	Hold	7,500	–	–	0.05%	119
2019 Q1	$388K	Hold	7,500	–	–	0.05%	120
2018 Q4	$354K	Hold	7,500	–	–	0.06%	119
2018 Q3	$388K	Sell	7,500 -1,400	-16%	-$73.1K	0.05%	129
2018 Q2	$467K	Hold	8,900	–	–	0.06%	117
2018 Q1	$520K	Hold	8,900	–	–	0.08%	104
2017 Q4	$506K	Sell	8,900 -3,000	-25%	-$167K	0.08%	111
2017 Q3	$643K	Hold	11,900	–	–	0.1%	92
2017 Q2	$595K	Hold	11,900	–	–	0.1%	86
2017 Q1	$592K	Buy	11,900 +6,000	+102%	+$276K	0.1%	91
2016 Q4	$250K	Hold	5,900	–	–	0.05%	129
2016 Q3	$269K	Hold	5,900	–	–	0.05%	117
2016 Q2	$247K	Buy	+5,900	New	+$242K	0.05%	109
2016 Q1	–	Sell	-5,900	Closed	-$232K	–	125
2015 Q4	$232K	Hold	5,900	–	–	0.05%	122
2015 Q3	$235K	Hold	5,900	–	–	0.06%	130
2015 Q2	$283K	Hold	5,900	–	–	0.06%	133
2015 Q1	$285K	Buy	+5,900	New	+$282K	0.07%	116

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aureus Asset Management's IEMG Position: Q2 2026 in Review

Aureus Asset Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q2 2026, selling an estimated $70.5K and leaving 5,405 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #163.

Aureus Asset Management first reported a position in IEMG in Q1 2015 and has held it in 31 quarters since. The position peaked at $643K in Q3 2017. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Aureus Asset Management held 5,405 shares of iShares Core MSCI Emerging Markets ETF worth $448K as of Q2 2026.
Aureus Asset Management sold 884 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $70.5K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Aureus Asset Management's portfolio in Q2 2026, its #163 holding.
Aureus Asset Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2015 and has held it in 31 quarters since.
Aureus Asset Management's iShares Core MSCI Emerging Markets ETF position peaked at $643K in Q3 2017.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.