EWM
IEMG icon

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

Evermay 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 		$18M Buy
217,119
+10,523
+5% +$839K 1.85% 13
2026
Q1 		$14.4M Buy
206,596
+9,706
+5% +$701K 1.6% 13
2025
Q4 		$13.2M Buy
196,890
+45,967
+30% +$3.08M 1.49% 13
2025
Q3 		$9.95M Buy
150,923
+136,578
+952% +$8.52M 1.14% 17
2025
Q2 		$861K Sell
14,345
-6,894
-32% -$385K 0.11% 93
2025
Q1 		$1.15M Sell
21,239
-16
-0.1% -$861 0.15% 70
2024
Q4 		$1.11M Buy
21,255
+1,055
+5% +$58.4K 0.17% 73
2024
Q3 		$1.16M Sell
20,200
-1,799
-8% -$97.4K 0.19% 72
2024
Q2 		$1.18M Sell
21,999
-1,063
-5% -$56K 0.19% 69
2024
Q1 		$1.19M Sell
23,062
-45
-0.2% -$2.25K 0.18% 70
2023
Q4 		$1.17M Sell
23,107
-478
-2% -$23.2K 0.22% 49
2023
Q3 		$1.12M Buy
23,585
+435
+2% +$21.5K 0.23% 52
2023
Q2 		$1.14M Buy
23,150
+1,125
+5% +$54.9K 0.22% 48
2023
Q1 		$1.07M Sell
22,025
-5,459
-20% -$268K 0.22% 50
2022
Q4 		$1.28M Sell
27,484
-2,127
-7% -$96.7K 0.26% 44
2022
Q3 		$1.27M Sell
29,611
-7,669
-21% -$368K 0.25% 41
2022
Q2 		$1.83M Buy
37,280
+25,420
+214% +$1.31M 0.36% 32
2022
Q1 		$659K Buy
11,860
+863
+8% +$49.9K 0.11% 89
2021
Q4 		$658K Buy
10,997
+4,455
+68% +$275K 0.12% 69
2021
Q3 		$404K Buy
6,542
+5,680
+659% +$362K 0.08% 102
2021
Q2 		$58K Buy
+862
New +$56.8K 0.01% 269
2019
Q2 		– Sell
-4,008
Closed -$207K – 150
2019
Q1 		$207K Buy
+4,008
New +$203K 0.06% 143

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

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

Evermay Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.1% in Q2 2026, buying an estimated $839K and bringing the position to 217,119 shares worth $18M. The position accounts for 1.85% of the portfolio, ranked #13.

Evermay Wealth Management first reported a position in IEMG in Q1 2019 and has held it in 22 quarters since. 2,410 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Evermay Wealth Management held 217,119 shares of iShares Core MSCI Emerging Markets ETF worth $18M as of Q2 2026.
  • Evermay Wealth Management bought 10,523 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $839K.
  • iShares Core MSCI Emerging Markets ETF made up 1.85% of Evermay Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Evermay Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 22 quarters since.
  • 2,410 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.