CogentBlue Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CogentBlue Wealth 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 Q2	$1.72M	Sell	20,799 -549	-3%	-$43.8K	0.99%	21
2026 Q1	$1.49M	Sell	21,348 -1,095	-5%	-$79K	1%	22
2025 Q4	$1.51M	Sell	22,443 -10,081	-31%	-$676K	1.03%	22
2025 Q3	$2.14M	Sell	32,524 -3,941	-11%	-$246K	1.46%	20
2025 Q2	$2.19M	Sell	36,465 -2,201	-6%	-$123K	1.68%	16
2025 Q1	$2.09M	Sell	38,666 -3,107	-7%	-$167K	1.83%	17
2024 Q4	$2.18M	Buy	+41,773	New	+$2.31M	1.92%	15

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CogentBlue Wealth Advisors's IEMG Position: Q2 2026 in Review

CogentBlue Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.6% in Q2 2026, selling an estimated $43.8K and leaving 20,799 shares worth $1.72M. The position accounts for 0.99% of the portfolio, ranked #21.

CogentBlue Wealth Advisors first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q2 2025. 617 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

CogentBlue Wealth Advisors held 20,799 shares of iShares Core MSCI Emerging Markets ETF worth $1.72M as of Q2 2026.
CogentBlue Wealth Advisors sold 549 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $43.8K.
iShares Core MSCI Emerging Markets ETF made up 0.99% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #21 holding.
CogentBlue Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
CogentBlue Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.19M in Q2 2025.
617 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.