Camelot Technology Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Camelot Technology Advisors’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	$7.08M	Buy	87,179 +4,207	+5%	+$338K	4.73%	6
2026 Q2	$6.87M	Sell	82,972 -2,785	-3%	-$222K	4.62%	6
2026 Q1	$5.98M	Buy	85,757 +11,051	+15%	+$798K	4.34%	6
2025 Q4	$5.02M	Buy	74,706 +6,865	+10%	+$461K	3.73%	7
2025 Q3	$4.47M	Sell	67,841 -506	-0.7%	-$31.6K	3.55%	7
2025 Q2	$4.1M	Buy	68,347 +3,422	+5%	+$191K	3.5%	7
2025 Q1	$3.5M	Sell	64,925 -589	-0.9%	-$31.7K	3.17%	8
2024 Q4	$3.42M	Buy	65,514 +2,512	+4%	+$139K	3.1%	8
2024 Q3	$3.62M	Buy	63,002 +8,299	+15%	+$449K	3.19%	7
2024 Q2	$2.93M	Buy	54,703 +3,499	+7%	+$184K	2.71%	9
2024 Q1	$2.64M	Buy	51,204 +167	+0.3%	+$8.36K	2.44%	10
2023 Q4	$2.58M	Buy	+51,037	New	+$2.47M	2.63%	9

Other funds holding IEMG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Camelot Technology Advisors's IEMG Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.1% in Q3 2026, buying an estimated $338K and bringing the position to 87,179 shares worth $7.08M. The position accounts for 4.73% of the portfolio, ranked #6.

Camelot Technology Advisors first reported a position in IEMG in Q4 2023 and has held it in 12 quarters since. 2,019 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Camelot Technology Advisors held 87,179 shares of iShares Core MSCI Emerging Markets ETF worth $7.08M as of Q3 2026.
Camelot Technology Advisors bought 4,207 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $338K.
iShares Core MSCI Emerging Markets ETF made up 4.73% of Camelot Technology Advisors's portfolio in Q3 2026, its #6 holding.
Camelot Technology Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
2,019 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.