Cabot Wealth Management
IEMG icon

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

Cabot 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
Q3 		$11.2M Buy
138,107
+443
+0.3% +$35.6K 1.12% 35
2026
Q2 		$11.4M Buy
137,664
+132,632
+2,636% +$10.6M 1.16% 37
2026
Q1 		$351K Buy
5,032
+90
+2% +$6.5K 0.04% 111
2025
Q4 		$332K Sell
4,942
-78
-2% -$5.23K 0.04% 115
2025
Q3 		$331K Buy
5,020
+23
+0.5% +$1.44K 0.04% 119
2025
Q2 		$300K Sell
4,997
-969
-16% -$54.1K 0.04% 114
2025
Q1 		$322K Buy
5,966
+560
+10% +$30.1K 0.04% 109
2024
Q4 		$282K Sell
5,406
-255
-5% -$14.1K 0.04% 114
2024
Q3 		$325K Hold
5,661
– – 0.04% 111
2024
Q2 		$303K Hold
5,661
– – 0.04% 120
2024
Q1 		$292K Sell
5,661
-30
-0.5% -$1.5K 0.04% 126
2023
Q4 		$288K Hold
5,691
– – 0.04% 126
2023
Q3 		$271K Hold
5,691
– – 0.04% 125
2023
Q2 		$281K Sell
5,691
-515
-8% -$25.2K 0.04% 125
2023
Q1 		$303K Sell
6,206
-1,392
-18% -$68.3K 0.05% 121
2022
Q4 		$355K Sell
7,598
-8,539
-53% -$388K 0.06% 121
2022
Q3 		$694K Buy
16,137
+2,516
+18% +$121K 0.12% 101
2022
Q2 		$668K Sell
13,621
-2,752
-17% -$142K 0.11% 107
2022
Q1 		$910K Buy
16,373
+1,464
+10% +$84.6K 0.12% 97
2021
Q4 		$892K Sell
14,909
-198
-1% -$12.2K 0.11% 99
2021
Q3 		$933K Sell
15,107
-19
-0.1% -$1.21K 0.13% 97
2021
Q2 		$1.01M Sell
15,126
-936
-6% -$61.7K 0.14% 94
2021
Q1 		$1.03M Buy
16,062
+90
+0.6% +$5.92K 0.15% 90
2020
Q4 		$991K Sell
15,972
-77
-0.5% -$4.44K 0.15% 83
2020
Q3 		$847K Sell
16,049
-391
-2% -$20.5K 0.15% 82
2020
Q2 		$782K Sell
16,440
-9,669
-37% -$432K 0.16% 81
2020
Q1 		$1.06M Sell
26,109
-33,334
-56% -$1.64M 0.25% 75
2019
Q4 		$3.2M Sell
59,443
-705
-1% -$36.3K 0.62% 54
2019
Q3 		$2.95M Sell
60,148
-3,010
-5% -$149K 0.62% 54
2019
Q2 		$3.25M Buy
63,158
+3,824
+6% +$195K 0.69% 54
2019
Q1 		$3.07M Sell
59,334
-3,186
-5% -$161K 0.67% 51
2018
Q4 		$2.95M Buy
62,520
+31,217
+100% +$1.51M 0.72% 51
2018
Q3 		$1.62M Buy
31,303
+12,281
+65% +$641K 0.35% 69
2018
Q2 		$999K Hold
19,022
– – 0.22% 79
2018
Q1 		$1.11M Sell
19,022
-281
-1% -$16.6K 0.25% 78
2017
Q4 		$1.1M Hold
19,303
– – 0.24% 80
2017
Q3 		$1.04M Hold
19,303
– – 0.23% 79
2017
Q2 		$966K Sell
19,303
-462
-2% -$22.8K 0.22% 86
2017
Q1 		$945K Sell
19,765
-1,549
-7% -$71.4K 0.23% 86
2016
Q4 		$905K Buy
21,314
+16
+0.1% +$702 0.24% 87
2016
Q3 		$971K Buy
21,298
+5,399
+34% +$240K 0.25% 91
2016
Q2 		$665K Buy
15,899
+1,056
+7% +$43.3K 0.18% 100
2016
Q1 		$618K Sell
14,843
-4,694
-24% -$178K 0.17% 94
2015
Q4 		$770K Sell
19,537
-2,506
-11% -$104K 0.2% 104
2015
Q3 		$879K Sell
22,043
-1,337
-6% -$57.3K 0.24% 92
2015
Q2 		$1.12M Sell
23,380
-63
-0.3% -$3.19K 0.27% 90
2015
Q1 		$1.13M Sell
23,443
-3,792
-14% -$182K 0.28% 93
2014
Q4 		$1.28M Sell
27,235
-793
-3% -$38.7K 0.32% 89
2014
Q3 		$1.4M Buy
28,028
+1,738
+7% +$92K 0.36% 88
2014
Q2 		$1.36M Sell
26,290
-1,290
-5% -$65.5K 0.34% 88
2014
Q1 		$1.35M Buy
27,580
+14,892
+117% +$702K 0.36% 96
2013
Q4 		$632K Buy
12,688
+5,591
+79% +$279K 0.17% 123
2013
Q3 		$345K Buy
+7,097
New +$335K 0.1% 141

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Cabot Wealth Management's IEMG Position: Q3 2026 in Review

Cabot Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.32% in Q3 2026, buying an estimated $35.6K and bringing the position to 138,107 shares worth $11.2M. The position accounts for 1.12% of the portfolio, ranked #35.

Cabot Wealth Management first reported a position in IEMG in Q3 2013 and has held it in 53 quarters since. The position peaked at $11.4M in Q2 2026. 1,806 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Cabot Wealth Management held 138,107 shares of iShares Core MSCI Emerging Markets ETF worth $11.2M as of Q3 2026.
  • Cabot Wealth Management bought 443 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $35.6K.
  • iShares Core MSCI Emerging Markets ETF made up 1.12% of Cabot Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Cabot Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2013 and has held it in 53 quarters since.
  • Cabot Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $11.4M in Q2 2026.
  • 1,806 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.