Chesley Taft & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Chesley Taft & Associates’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	$2.54M	Sell	30,610 -95	-0.3%	-$7.57K	0.1%	145
2026 Q1	$2.14M	Sell	30,705 -450	-1%	-$32.5K	0.09%	151
2025 Q4	$2.09M	Sell	31,155 -881	-3%	-$59.1K	0.08%	157
2025 Q3	$2.11M	Buy	32,036 +3,722	+13%	+$232K	0.09%	151
2025 Q2	$1.7M	Sell	28,314 -1,136	-4%	-$63.4K	0.08%	161
2025 Q1	$1.59M	Sell	29,450 -150	-0.5%	-$8.07K	0.08%	163
2024 Q4	$1.55M	Hold	29,600	–	–	0.07%	162
2024 Q3	$1.7M	Sell	29,600 -385	-1%	-$20.8K	0.08%	150
2024 Q2	$1.61M	Sell	29,985 -230	-0.8%	-$12.1K	0.08%	150
2024 Q1	$1.56M	Hold	30,215	–	–	0.08%	155
2023 Q4	$1.53M	Buy	30,215 +516	+2%	+$25K	0.09%	152
2023 Q3	$1.41M	Sell	29,699 -623	-2%	-$30.8K	0.09%	145
2023 Q2	$1.49M	Sell	30,322 -500	-2%	-$24.4K	0.09%	150
2023 Q1	$1.5M	Sell	30,822 -1,635	-5%	-$80.2K	0.1%	147
2022 Q4	$1.52M	Sell	32,457 -1,885	-5%	-$85.7K	0.1%	149
2022 Q3	$1.48M	Sell	34,342 -125	-0.4%	-$5.99K	0.11%	141
2022 Q2	$1.69M	Sell	34,467 -642	-2%	-$33.2K	0.12%	134
2022 Q1	$1.91M	Sell	35,109 -2,775	-7%	-$160K	0.11%	138
2021 Q4	$2.27M	Buy	37,884 +300	+0.8%	+$18.5K	0.12%	132
2021 Q3	$2.32M	Buy	37,584 +372	+1%	+$23.7K	0.13%	128
2021 Q2	$2.49M	Buy	37,212 +875	+2%	+$57.7K	0.14%	123
2021 Q1	$2.37M	Buy	36,337 +2,850	+9%	+$187K	0.14%	120
2020 Q4	$2.08M	Buy	33,487 +508	+2%	+$29.3K	0.13%	120
2020 Q3	$1.74M	Buy	32,979 +125	+0.4%	+$6.55K	0.12%	124
2020 Q2	$1.56M	Buy	32,854 +325	+1%	+$14.5K	0.12%	127
2020 Q1	$1.32M	Sell	32,529 -14,398	-31%	-$707K	0.12%	125
2019 Q4	$2.52M	Sell	46,927 -275	-0.6%	-$14.2K	0.18%	102
2019 Q3	$2.31M	Buy	47,202 +5,823	+14%	+$289K	0.18%	104
2019 Q2	$2.13M	Sell	41,379 -792	-2%	-$40.5K	0.17%	106
2019 Q1	$2.18M	Sell	42,171 -2,540	-6%	-$129K	0.18%	102
2018 Q4	$2.11M	Buy	44,711 +825	+2%	+$39.9K	0.2%	99
2018 Q3	$2.27M	Buy	43,886 +1,850	+4%	+$96.5K	0.18%	110
2018 Q2	$2.21M	Buy	42,036 +164	+0.4%	+$9.2K	0.19%	111
2018 Q1	$2.44M	Buy	41,872 +34	+0.1%	+$2.01K	0.22%	101
2017 Q4	$2.38M	Buy	41,838 +2,075	+5%	+$116K	0.2%	105
2017 Q3	$2.15M	Sell	39,763 -457	-1%	-$24.2K	0.19%	112
2017 Q2	$2.01M	Buy	40,220 +2,075	+5%	+$102K	0.18%	115
2017 Q1	$1.82M	Buy	38,145 +1,700	+5%	+$78.3K	0.17%	116
2016 Q4	$1.55M	Buy	+36,445	New	+$1.6M	0.15%	122

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NYU

New York University New York $128M AUM

Chesley Taft & Associates's IEMG Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.31% in Q2 2026, selling an estimated $7.57K and leaving 30,610 shares worth $2.54M. The position accounts for 0.1% of the portfolio, ranked #145.

Chesley Taft & Associates first reported a position in IEMG in Q4 2016 and has held it in 39 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Chesley Taft & Associates held 30,610 shares of iShares Core MSCI Emerging Markets ETF worth $2.54M as of Q2 2026.
Chesley Taft & Associates sold 95 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $7.57K.
iShares Core MSCI Emerging Markets ETF made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #145 holding.
Chesley Taft & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 39 quarters since.
471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.