Cabot-Wellington’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Cabot-Wellington’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	$25.6M	Sell	308,899 -7,628	-2%	-$608K	6.74%	3
2026 Q1	$22.1M	Buy	316,527 +11,129	+4%	+$803K	6.53%	3
2025 Q4	$20.5M	Sell	305,398 -2,227	-0.7%	-$149K	6.58%	3
2025 Q3	$20.3M	Sell	307,625 -1,751	-0.6%	-$109K	6.56%	3
2025 Q2	$18.6M	Sell	309,376 -4,257	-1%	-$238K	6.4%	3
2025 Q1	$16.9M	Buy	+313,633	New	+$16.9M	6.24%	3
2022 Q2	–	Sell	-11,582	Closed	-$643K	–	9
2022 Q1	$643K	Sell	11,582 -25	-0.2%	-$1.44K	0.32%	6
2021 Q4	$695K	Hold	11,607	–	–	0.32%	7
2021 Q3	$717K	Buy	11,607 +48	+0.4%	+$3.06K	0.33%	7
2021 Q2	$774K	Hold	11,559	–	–	0.35%	7
2021 Q1	$744K	Sell	11,559 -329	-3%	-$21.6K	0.35%	7
2020 Q4	$738K	Buy	+11,888	New	+$685K	0.38%	7

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

Cabot-Wellington's IEMG Position: Q2 2026 in Review

Cabot-Wellington reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q2 2026, selling an estimated $608K and leaving 308,899 shares worth $25.6M. The position accounts for 6.74% of the portfolio, ranked #3.

Cabot-Wellington first reported a position in IEMG in Q4 2020 and has held it in 12 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Cabot-Wellington held 308,899 shares of iShares Core MSCI Emerging Markets ETF worth $25.6M as of Q2 2026.
Cabot-Wellington sold 7,628 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $608K.
iShares Core MSCI Emerging Markets ETF made up 6.74% of Cabot-Wellington's portfolio in Q2 2026, its #3 holding.
Cabot-Wellington first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 12 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Cabot-Wellington's 13F filing for Q2 2026, filed 15 Jul 2026.