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Evensky & Katz’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Evensky & Katz’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 		$9.53M Sell
115,060
-6,303
-5% -$502K 0.49% 24
2026
Q1 		$8.46M Sell
121,363
-13,221
-10% -$954K 0.48% 25
2025
Q4 		$9.05M Sell
134,584
-2,266
-2% -$152K 0.51% 25
2025
Q3 		$9.02M Sell
136,850
-5,431
-4% -$339K 0.52% 24
2025
Q2 		$8.54M Sell
142,281
-2,274
-2% -$127K 0.52% 24
2025
Q1 		$7.8M Sell
144,555
-3,731
-3% -$201K 0.52% 23
2024
Q4 		$7.74M Buy
148,286
+496
+0.3% +$27.5K 0.51% 24
2024
Q3 		$8.48M Sell
147,790
-1,658
-1% -$89.7K 0.55% 24
2024
Q2 		$8M Sell
149,448
-1,051
-0.7% -$55.4K 0.56% 24
2024
Q1 		$7.77M Sell
150,499
-1,238
-0.8% -$62K 0.55% 24
2023
Q4 		$7.67M Buy
151,737
+751
+0.5% +$36.4K 0.58% 24
2023
Q3 		$7.18M Sell
150,986
-1,357
-0.9% -$67.2K 0.61% 22
2023
Q2 		$7.51M Sell
152,343
-9,857
-6% -$481K 0.57% 23
2023
Q1 		$7.51M Hold
162,200
– – 0.61% 23
2022
Q4 		$7.58M Sell
162,200
-16,191
-9% -$736K 0.68% 24
2022
Q3 		$7.67M Sell
178,391
-10
-0% -$479 0.91% 21
2022
Q2 		$8.75M Sell
178,401
-25,539
-13% -$1.32M 1% 19
2022
Q1 		$11.3M Sell
203,940
-12,898
-6% -$745K 1.12% 20
2021
Q4 		$13M Buy
216,838
+30,661
+16% +$1.89M 1.25% 17
2021
Q3 		$11.5M Buy
186,177
+4,369
+2% +$278K 1.2% 17
2021
Q2 		$12.2M Buy
181,808
+1,068
+0.6% +$70.4K 1.24% 17
2021
Q1 		$11.6M Buy
180,740
+2,039
+1% +$134K 1.29% 17
2020
Q4 		$11.1M Buy
178,701
+7,110
+4% +$410K 1.37% 16
2020
Q3 		$9.06M Buy
171,591
+6,826
+4% +$358K 1.23% 18
2020
Q2 		$7.84M Sell
164,765
-1,024
-0.6% -$45.7K 1.13% 20
2020
Q1 		$6.71M Buy
165,789
+162,427
+4,831% +$7.98M 1.05% 22
2019
Q4 		$180K Sell
3,362
-80
-2% -$4.12K 0.03% 67
2019
Q3 		$169K Sell
3,442
-19,485
-85% -$966K 0.02% 81
2019
Q2 		$1.18M Buy
22,927
+19,796
+632% +$1.01M 0.16% 46
2019
Q1 		$161K Buy
+3,131
New +$159K 0.02% 80

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evensky & Katz's IEMG Position: Q2 2026 in Review

Evensky & Katz reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.2% in Q2 2026, selling an estimated $502K and leaving 115,060 shares worth $9.53M. The position accounts for 0.49% of the portfolio, ranked #24.

Evensky & Katz first reported a position in IEMG in Q1 2019 and has held it in 30 quarters since. The position peaked at $13M in Q4 2021. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Evensky & Katz held 115,060 shares of iShares Core MSCI Emerging Markets ETF worth $9.53M as of Q2 2026.
  • Evensky & Katz sold 6,303 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $502K.
  • iShares Core MSCI Emerging Markets ETF made up 0.49% of Evensky & Katz's portfolio in Q2 2026, its #24 holding.
  • Evensky & Katz first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 30 quarters since.
  • Evensky & Katz's iShares Core MSCI Emerging Markets ETF position peaked at $13M in Q4 2021.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.