Charter Oak Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
Other funds holding IEMG
Charter Oak Capital Management's IEMG Position: Q1 2026 in Review
Charter Oak Capital Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 41% in Q1 2026, buying an estimated $425K and bringing the position to 20,261 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #64.
Charter Oak Capital Management first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.06M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.
- Charter Oak Capital Management held 20,261 shares of iShares Core MSCI Emerging Markets ETF worth $1.41M as of Q1 2026.
- Charter Oak Capital Management bought 5,890 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $425K.
- iShares Core MSCI Emerging Markets ETF made up 0.11% of Charter Oak Capital Management's portfolio in Q1 2026, its #64 holding.
- Charter Oak Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
- Charter Oak Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $3.06M in Q2 2021.
- 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.
Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.