BigSur Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

BigSur 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	$1.27M	Buy	15,365 +2,990	+24%	+$238K	0.31%	85
2026 Q1	$863K	Hold	12,375	–	–	0.24%	98
2025 Q4	$832K	Buy	12,375 +3,725	+43%	+$250K	0.2%	95
2025 Q3	$570K	Hold	8,650	–	–	0.14%	116
2025 Q2	$519K	Buy	+8,650	New	+$483K	0.13%	120
2023 Q1	–	Sell	-43,690	Closed	-$2.04M	–	130
2022 Q4	$2.04M	Buy	+43,690	New	+$1.99M	0.98%	29

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

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BigSur Wealth Management's IEMG Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 24% in Q2 2026, buying an estimated $238K and bringing the position to 15,365 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #85.

BigSur Wealth Management first reported a position in IEMG in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2022. 742 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

BigSur Wealth Management held 15,365 shares of iShares Core MSCI Emerging Markets ETF worth $1.27M as of Q2 2026.
BigSur Wealth Management bought 2,990 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $238K.
iShares Core MSCI Emerging Markets ETF made up 0.31% of BigSur Wealth Management's portfolio in Q2 2026, its #85 holding.
BigSur Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 6 quarters since.
BigSur Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.04M in Q4 2022.
742 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.