Bartlett & Co Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bartlett & Co Wealth 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	$61.8M	Buy	745,800 +36,000	+5%	+$2.87M	0.77%	36
2026 Q1	$55.8M	Buy	709,800 +135,211	+24%	+$9.76M	0.71%	36
2025 Q4	$38.6M	Buy	574,589 +46,683	+9%	+$3.13M	0.51%	49
2025 Q3	$34.8M	Sell	527,906 -1,488	-0.3%	-$92.8K	0.46%	55
2025 Q2	$31.8M	Buy	529,394 +74,027	+16%	+$4.13M	0.44%	57
2025 Q1	$24.6M	Buy	455,367 +6,918	+2%	+$372K	0.36%	63
2024 Q4	$23.4M	Buy	448,449 +7,463	+2%	+$413K	0.34%	63
2024 Q3	$25.3M	Buy	440,986 +37,042	+9%	+$2.01M	0.36%	60
2024 Q2	$21.6M	Buy	403,944 +18,821	+5%	+$992K	0.33%	65
2024 Q1	$19.9M	Buy	385,123 +23,226	+6%	+$1.16M	0.31%	68
2023 Q4	$18.3M	Buy	361,897 +15,567	+4%	+$754K	0.3%	69
2023 Q3	$16.5M	Buy	346,330 +12,956	+4%	+$641K	0.3%	71
2023 Q2	$16.4M	Buy	333,374 +26,427	+9%	+$1.29M	0.28%	74
2023 Q1	$15M	Buy	306,947 +25,537	+9%	+$1.25M	0.29%	74
2022 Q4	$13.1M	Buy	281,410 +5,455	+2%	+$248K	0.26%	81
2022 Q3	$11.9M	Sell	275,955 -25,199	-8%	-$1.21M	0.26%	80
2022 Q2	$14.8M	Buy	301,154 +6,044	+2%	+$312K	0.3%	75
2022 Q1	$16.4M	Buy	295,110 +41,184	+16%	+$2.38M	0.29%	77
2021 Q4	$15.2M	Buy	253,926 +7,781	+3%	+$480K	0.26%	78
2021 Q3	$15.2M	Buy	246,145 +12,169	+5%	+$775K	0.29%	76
2021 Q2	$15.7M	Sell	233,976 -5,212	-2%	-$343K	0.3%	75
2021 Q1	$15.4M	Buy	239,188 +40,748	+21%	+$2.68M	0.31%	73
2020 Q4	$12.3M	Buy	198,440 +10,984	+6%	+$633K	0.26%	79
2020 Q3	$9.9M	Buy	187,456 +918	+0.5%	+$48.1K	0.23%	85
2020 Q2	$8.88M	Buy	186,538 +8,677	+5%	+$387K	0.23%	92
2020 Q1	$7.2M	Buy	177,861 +14,457	+9%	+$710K	0.22%	93
2019 Q4	$8.78M	Sell	163,404 -1,691	-1%	-$87.1K	0.21%	98
2019 Q3	$8.09M	Sell	165,095 -12,451	-7%	-$617K	0.21%	100
2019 Q2	$9.13M	Sell	177,546 -1,160	-0.6%	-$59.3K	0.34%	65
2019 Q1	$9.24M	Buy	178,706 +929	+0.5%	+$47K	0.35%	67
2018 Q4	$8.38M	Sell	177,777 -33,633	-16%	-$1.63M	0.36%	65
2018 Q3	$10.9M	Buy	211,410 +44,451	+27%	+$2.32M	0.41%	67
2018 Q2	$8.77M	Buy	166,959 +16,034	+11%	+$899K	0.36%	69
2018 Q1	$8.81M	Buy	+150,925	New	+$8.93M	0.36%	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

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

Bartlett & Co Wealth Management's IEMG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.1% in Q2 2026, buying an estimated $2.87M and bringing the position to 745,800 shares worth $61.8M. The position accounts for 0.77% of the portfolio, ranked #36.

Bartlett & Co Wealth Management first reported a position in IEMG in Q1 2018 and has held it in 34 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Bartlett & Co Wealth Management held 745,800 shares of iShares Core MSCI Emerging Markets ETF worth $61.8M as of Q2 2026.
Bartlett & Co Wealth Management bought 36,000 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.87M.
iShares Core MSCI Emerging Markets ETF made up 0.77% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #36 holding.
Bartlett & Co Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 34 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.