Evergreen Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Evergreen Capital 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	$234M	Buy	2,829,956 +187,101	+7%	+$14.9M	4.11%	1
2026 Q1	$184M	Buy	2,642,855 +1,033,963	+64%	+$74.6M	3.99%	1
2025 Q4	$108M	Buy	1,608,892 +1,432,521	+812%	+$96.1M	2.42%	3
2025 Q3	$11.6M	Buy	176,371 +57,265	+48%	+$3.57M	0.28%	93
2025 Q2	$7.15M	Buy	119,106 +45,922	+63%	+$2.56M	0.22%	126
2025 Q1	$3.95M	Buy	73,184 +571	+0.8%	+$30.7K	0.13%	178
2024 Q4	$3.79M	Sell	72,613 -1,775	-2%	-$98.3K	0.12%	180
2024 Q3	$4.27M	Sell	74,388 -18,531	-20%	-$1M	0.14%	169
2024 Q2	$4.97M	Sell	92,919 -17,810	-16%	-$939K	0.18%	143
2024 Q1	$5.71M	Sell	110,729 -1,653	-1%	-$82.8K	0.22%	123
2023 Q4	$5.68M	Sell	112,382 -165	-0.1%	-$7.99K	0.23%	126
2023 Q3	$5.36M	Sell	112,547 -1,173	-1%	-$58K	0.23%	128
2023 Q2	$5.61M	Buy	113,720 +19,042	+20%	+$930K	0.23%	123
2023 Q1	$4.62M	Sell	94,678 -1,464	-2%	-$71.8K	0.21%	133
2022 Q4	$4.49M	Sell	96,142 -2,154	-2%	-$98K	0.21%	133
2022 Q3	$4.22M	Sell	98,296 -1,236	-1%	-$59.2K	0.22%	127
2022 Q2	$4.88M	Sell	99,532 -1,880	-2%	-$97.1K	0.25%	110
2022 Q1	$5.63M	Buy	101,412 +2,420	+2%	+$140K	0.23%	124
2021 Q4	$5.93M	Buy	98,992 +5,422	+6%	+$335K	0.24%	120
2021 Q3	$5.78M	Buy	93,570 +19,233	+26%	+$1.22M	0.26%	102
2021 Q2	$4.98M	Buy	74,337 +1,011	+1%	+$66.6K	0.24%	109
2021 Q1	$4.72M	Buy	73,326 +3,041	+4%	+$200K	0.24%	109
2020 Q4	$4.36M	Buy	70,285 +3,635	+5%	+$210K	0.25%	98
2020 Q3	$3.52M	Sell	66,650 -1,475	-2%	-$77.3K	0.24%	99
2020 Q2	$3.24M	Sell	68,125 -3,298	-5%	-$147K	0.25%	96
2020 Q1	$2.89M	Buy	71,423 +6,820	+11%	+$335K	0.27%	85
2019 Q4	$3.47M	Sell	64,603 -265	-0.4%	-$13.7K	0.29%	86
2019 Q3	$3.18M	Sell	64,868 -20,842	-24%	-$1.03M	0.3%	83
2019 Q2	$4.41M	Buy	85,710 +1,750	+2%	+$89.4K	0.42%	60
2019 Q1	$4.34M	Buy	83,960 +7,003	+9%	+$355K	0.44%	58
2018 Q4	$3.63M	Sell	76,957 -12,007	-13%	-$580K	0.38%	67
2018 Q3	$4.61M	Buy	88,964 +4,164	+5%	+$217K	0.41%	59
2018 Q2	$4.45M	Buy	84,800 +1,510	+2%	+$84.7K	0.42%	57
2018 Q1	$4.86M	Buy	83,290 +27,667	+50%	+$1.64M	0.47%	55
2017 Q4	$3.17M	Buy	+55,623	New	+$3.11M	0.32%	74

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

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

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

Evergreen Capital Management's IEMG Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.1% in Q2 2026, buying an estimated $14.9M and bringing the position to 2,829,956 shares worth $234M. The position accounts for 4.11% of the portfolio, ranked #1.

Evergreen Capital Management first reported a position in IEMG in Q4 2017 and has held it in 35 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Evergreen Capital Management held 2,829,956 shares of iShares Core MSCI Emerging Markets ETF worth $234M as of Q2 2026.
Evergreen Capital Management bought 187,101 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $14.9M.
iShares Core MSCI Emerging Markets ETF made up 4.11% of Evergreen Capital Management's portfolio in Q2 2026, its #1 holding.
Evergreen Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.