Empirical Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Empirical Wealth Management’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	$168M	Buy	2,028,593 +43,903	+2%	+$3.5M	2.45%	9
2026 Q1	$138M	Buy	1,984,690 +42,946	+2%	+$3.1M	2.39%	10
2025 Q4	$131M	Buy	1,941,744 +174,900	+10%	+$11.7M	2.32%	10
2025 Q3	$116M	Buy	1,766,844 +8,550	+0.5%	+$533K	2.33%	11
2025 Q2	$106M	Buy	1,758,294 +59,876	+4%	+$3.34M	2.38%	11
2025 Q1	$91.7M	Buy	1,698,418 +47,984	+3%	+$2.58M	2.36%	11
2024 Q4	$86.2M	Buy	1,650,434 +24,816	+2%	+$1.37M	2.34%	11
2024 Q3	$93.3M	Sell	1,625,618 -8,937	-0.5%	-$484K	2.62%	9
2024 Q2	$87.5M	Sell	1,634,555 -1,956	-0.1%	-$103K	2.59%	10
2024 Q1	$84.4M	Buy	1,636,511 +72,455	+5%	+$3.63M	2.55%	10
2023 Q4	$79.1M	Buy	1,564,056 +59,073	+4%	+$2.86M	2.63%	9
2023 Q3	$71.6M	Buy	1,504,983 +59,715	+4%	+$2.96M	2.81%	8
2023 Q2	$71.2M	Buy	1,445,268 +48,507	+3%	+$2.37M	2.87%	7
2023 Q1	$68.1M	Buy	1,396,761 +81,466	+6%	+$4M	2.96%	6
2022 Q4	$61.4M	Buy	1,315,295 +205,613	+19%	+$9.35M	2.89%	6
2022 Q3	$47.7M	Buy	1,109,682 +124,337	+13%	+$5.96M	2.5%	8
2022 Q2	$48.3M	Buy	985,345 +38,927	+4%	+$2.01M	2.54%	6
2022 Q1	$52.6M	Buy	946,418 +48,045	+5%	+$2.78M	2.62%	6
2021 Q4	$53.8M	Buy	898,373 +83,821	+10%	+$5.17M	2.68%	4
2021 Q3	$50.3M	Buy	814,552 +62,130	+8%	+$3.96M	2.87%	4
2021 Q2	$50.4M	Buy	752,422 +209,872	+39%	+$13.8M	3.05%	4
2021 Q1	$34.9M	Sell	542,550 -137,289	-20%	-$9.03M	2.8%	6
2020 Q4	$42.2M	Buy	679,839 +3,125	+0.5%	+$180K	3.22%	5
2020 Q3	$35.7M	Sell	676,714 -13,505	-2%	-$708K	3.05%	5
2020 Q2	$32.9M	Buy	690,219 +87,806	+15%	+$3.92M	3.06%	6
2020 Q1	$24.4M	Sell	602,413 -50,542	-8%	-$2.48M	2.66%	6
2019 Q4	$35.1M	Buy	652,955 +28,816	+5%	+$1.48M	3.86%	4
2019 Q3	$30.6M	Buy	624,139 +3,457	+0.6%	+$171K	3.7%	6
2019 Q2	$31.9M	Sell	620,682 -6,240	-1%	-$319K	4.16%	5
2019 Q1	$32.4M	Buy	626,922 +55,067	+10%	+$2.79M	4.72%	5
2018 Q4	$27M	Buy	571,855 +59,567	+12%	+$2.88M	4.58%	5
2018 Q3	$26.5M	Buy	512,288 +58,852	+13%	+$3.07M	4.7%	5
2018 Q2	$23.8M	Sell	453,436 -1,986	-0.4%	-$111K	4.46%	5
2018 Q1	$26.6M	Buy	455,422 +18,577	+4%	+$1.1M	5.26%	5
2017 Q4	$24.9M	Buy	436,845 +10,477	+2%	+$585K	5.33%	5
2017 Q3	$23M	Buy	426,368 +7,787	+2%	+$413K	5.31%	5
2017 Q2	$20.9M	Buy	418,581 +3,258	+0.8%	+$161K	5.1%	5
2017 Q1	$19.8M	Buy	415,323 +4,006	+1%	+$185K	4.95%	5
2016 Q4	$17.5M	Buy	411,317 +19,214	+5%	+$843K	4.29%	6
2016 Q3	$17.9M	Buy	392,103 +14,234	+4%	+$632K	4.67%	6
2016 Q2	$15.8M	Buy	377,869 +13,031	+4%	+$534K	4.15%	6
2016 Q1	$15.2M	Sell	364,838 -14,019	-4%	-$530K	3.67%	8
2015 Q4	$14.9M	Buy	378,857 +47,517	+14%	+$1.98M	3.63%	9
2015 Q3	$13.2M	Buy	331,340 +77,070	+30%	+$3.3M	3.12%	9
2015 Q2	$12.2M	Buy	254,270 +11,737	+5%	+$594K	2.84%	9
2015 Q1	$11.7M	Buy	242,533 +8,977	+4%	+$430K	2.81%	9
2014 Q4	$11M	Sell	233,556 -8,471	-4%	-$414K	2.68%	10
2014 Q3	$12.1M	Buy	242,027 +14,309	+6%	+$757K	2.93%	9
2014 Q2	$11.8M	Buy	227,718 +23,238	+11%	+$1.18M	2.92%	9
2014 Q1	$10M	Buy	204,480 +20,640	+11%	+$973K	2.64%	10
2013 Q4	$9.16M	Buy	183,840 +87,742	+91%	+$4.38M	2.59%	10
2013 Q3	$4.67M	Buy	96,098 +18,262	+23%	+$862K	1.46%	13
2013 Q2	$3.58M	Buy	+77,836	New	+$3.85M	1.2%	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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Empirical Wealth Management's IEMG Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.2% in Q2 2026, buying an estimated $3.5M and bringing the position to 2,028,593 shares worth $168M. The position accounts for 2.45% of the portfolio, ranked #9.

Empirical Wealth Management first reported a position in IEMG in Q2 2013 and has held it in 53 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Empirical Wealth Management held 2,028,593 shares of iShares Core MSCI Emerging Markets ETF worth $168M as of Q2 2026.
Empirical Wealth Management bought 43,903 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.5M.
iShares Core MSCI Emerging Markets ETF made up 2.45% of Empirical Wealth Management's portfolio in Q2 2026, its #9 holding.
Empirical Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.