Delap Wealth Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Delap Wealth Advisory’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	$4.5M	Sell	55,504 -916	-2%	-$73.7K	1.55%	19
2026 Q2	$4.67M	Sell	56,420 -5,528	-9%	-$441K	1.58%	18
2026 Q1	$4.32M	Sell	61,948 -2,992	-5%	-$216K	1.63%	18
2025 Q4	$4.37M	Sell	64,940 -1,200	-2%	-$80.5K	1.69%	17
2025 Q3	$4.39M	Buy	66,140 +9,644	+17%	+$602K	1.85%	16
2025 Q2	$3.39M	Sell	56,496 -10,948	-16%	-$611K	1.63%	17
2025 Q1	$3.64M	Sell	67,444 -8,499	-11%	-$457K	2.03%	11
2024 Q4	$3.97M	Buy	75,943 +7,147	+10%	+$396K	2.37%	12
2024 Q3	$3.95M	Buy	68,796 +14,029	+26%	+$759K	2.5%	13
2024 Q2	$2.93M	Sell	54,767 -2,923	-5%	-$154K	1.35%	18
2024 Q1	$2.98M	Sell	57,690 -20,194	-26%	-$1.01M	1.2%	18
2023 Q4	$3.94M	Sell	77,884 -22,708	-23%	-$1.1M	1.78%	14
2023 Q3	$4.79M	Buy	100,592 +6,226	+7%	+$308K	4.63%	7
2023 Q2	$4.65M	Buy	94,366 +56,137	+147%	+$2.74M	4.56%	9
2023 Q1	$1.87M	Buy	38,229 +9,561	+33%	+$469K	1.91%	16
2022 Q4	$1.34M	Buy	+28,668	New	+$1.3M	1.4%	19

Other funds holding IEMG

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Delap Wealth Advisory's IEMG Position: Q3 2026 in Review

Delap Wealth Advisory reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.6% in Q3 2026, selling an estimated $73.7K and leaving 55,504 shares worth $4.5M. The position accounts for 1.55% of the portfolio, ranked #19.

Delap Wealth Advisory first reported a position in IEMG in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.79M in Q3 2023. 1,163 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Delap Wealth Advisory held 55,504 shares of iShares Core MSCI Emerging Markets ETF worth $4.5M as of Q3 2026.
Delap Wealth Advisory sold 916 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $73.7K.
iShares Core MSCI Emerging Markets ETF made up 1.55% of Delap Wealth Advisory's portfolio in Q3 2026, its #19 holding.
Delap Wealth Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $4.79M in Q3 2023.
1,163 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.