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BSW Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

BSW Wealth Partners’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 		$18.5M Sell
223,409
-1,034
-0.5% -$82.4K 2.06% 11
2026
Q1 		$15.7M Sell
224,443
-4,253
-2% -$307K 1.91% 11
2025
Q4 		$15.4M Sell
228,696
-12,526
-5% -$840K 1.84% 12
2025
Q3 		$15.9M Buy
241,222
+9,287
+4% +$579K 1.98% 10
2025
Q2 		$13.9M Sell
231,935
-675
-0.3% -$37.7K 1.91% 10
2025
Q1 		$12.6M Sell
232,610
-1,083
-0.5% -$58.3K 1.91% 10
2024
Q4 		$12.2M Sell
233,693
-6,272
-3% -$347K 1.79% 10
2024
Q3 		$13.8M Buy
239,965
+8,219
+4% +$445K 2.07% 10
2024
Q2 		$12.4M Buy
231,746
+1,514
+0.7% +$79.8K 2.04% 10
2024
Q1 		$11.9M Buy
230,232
+19,105
+9% +$957K 2.01% 11
2023
Q4 		$10.7M Buy
211,127
+4,224
+2% +$205K 2.12% 10
2023
Q3 		$9.85M Buy
206,903
+505
+0.2% +$25K 2.19% 10
2023
Q2 		$10.2M Buy
206,398
+8,766
+4% +$428K 2.12% 10
2023
Q1 		$9.64M Buy
197,632
+3,114
+2% +$153K 1.98% 10
2022
Q4 		$9.08M Buy
194,518
+4,035
+2% +$184K 1.95% 11
2022
Q3 		$8.19M Buy
190,483
+5,132
+3% +$246K 2.01% 10
2022
Q2 		$9.09M Sell
185,351
-42,504
-19% -$2.2M 2.18% 10
2022
Q1 		$12.7M Buy
227,855
+10,810
+5% +$625K 3.2% 6
2021
Q4 		$13M Buy
217,045
+28,039
+15% +$1.73M 3.26% 6
2021
Q3 		$11.7M Buy
189,006
+5,897
+3% +$375K 3.26% 6
2021
Q2 		$12.3M Sell
183,109
-2,736
-1% -$180K 3.37% 6
2021
Q1 		$12M Buy
185,845
+292
+0.2% +$19.2K 3.46% 7
2020
Q4 		$11.5M Sell
185,553
-1,432
-0.8% -$82.6K 3.54% 8
2020
Q3 		$9.87M Sell
186,985
-25,042
-12% -$1.31M 3.71% 6
2020
Q2 		$10.1M Buy
212,027
+6,981
+3% +$312K 3.38% 7
2020
Q1 		$8.3M Sell
205,046
-755
-0.4% -$37.1K 3.45% 8
2019
Q4 		$11.1M Buy
205,801
+4,460
+2% +$230K 3.77% 7
2019
Q3 		$9.87M Buy
201,341
+29,368
+17% +$1.46M 3.8% 8
2019
Q2 		$8.85M Buy
171,973
+8,962
+5% +$458K 3.34% 8
2019
Q1 		$8.43M Sell
163,011
-14,866
-8% -$753K 3.34% 8
2018
Q4 		$8.39M Sell
177,877
-49,596
-22% -$2.4M 3.17% 9
2018
Q3 		$11.8M Buy
227,473
+35,221
+18% +$1.84M 4.49% 5
2018
Q2 		$10.1M Buy
192,252
+12,172
+7% +$683K 4.37% 5
2018
Q1 		$10.5M Sell
180,080
-2,758
-2% -$163K 4.71% 6
2017
Q4 		$10.4M Buy
182,838
+3,241
+2% +$181K 4.33% 7
2017
Q3 		$9.7M Sell
179,597
-42,056
-19% -$2.23M 4.23% 7
2017
Q2 		$11.1M Buy
221,653
+13,704
+7% +$676K 5.05% 6
2017
Q1 		$9.94M Buy
207,949
+29,369
+16% +$1.35M 4.92% 7
2016
Q4 		$7.58M Buy
+178,580
New +$7.83M 3.96% 8

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BSW Wealth Partners's IEMG Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.46% in Q2 2026, selling an estimated $82.4K and leaving 223,409 shares worth $18.5M. The position accounts for 2.06% of the portfolio, ranked #11.

BSW Wealth Partners first reported a position in IEMG in Q4 2016 and has held it in 39 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • BSW Wealth Partners held 223,409 shares of iShares Core MSCI Emerging Markets ETF worth $18.5M as of Q2 2026.
  • BSW Wealth Partners sold 1,034 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $82.4K.
  • iShares Core MSCI Emerging Markets ETF made up 2.06% of BSW Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • BSW Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.