Geneva Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Geneva Partners’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	$10.8M	Buy	130,128 +9,413	+8%	+$750K	2.87%	14
2026 Q1	$8.42M	Buy	+120,715	New	+$8.71M	4.04%	6
2021 Q3	–	Sell	-86,257	Closed	-$5.78M	–	100
2021 Q2	$5.78M	Sell	86,257 -31,007	-26%	-$2.04M	2.64%	13
2021 Q1	$7.55M	Buy	+117,264	New	+$7.71M	3.9%	3
2018 Q4	–	Sell	-11,239	Closed	-$582K	–	71
2018 Q3	$582K	Sell	11,239 -79,559	-88%	-$4.15M	0.45%	60
2018 Q2	$4.77M	Sell	90,798 -6,849	-7%	-$384K	3.78%	1
2018 Q1	$5.7M	Buy	97,647 +4,999	+5%	+$296K	4.69%	1
2017 Q4	$5.27M	Buy	92,648 +22,403	+32%	+$1.25M	3.94%	2
2017 Q3	$3.79M	Buy	+70,245	New	+$3.73M	2.99%	9
2016 Q2	$2.77M	Buy	+55,289	New	+$2.27M	2.48%	11

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneva Partners's IEMG Position: Q2 2026 in Review

Geneva Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.8% in Q2 2026, buying an estimated $750K and bringing the position to 130,128 shares worth $10.8M. The position accounts for 2.87% of the portfolio, ranked #14.

Geneva Partners first reported a position in IEMG in Q2 2016 and has held it in 10 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Geneva Partners held 130,128 shares of iShares Core MSCI Emerging Markets ETF worth $10.8M as of Q2 2026.
Geneva Partners bought 9,413 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $750K.
iShares Core MSCI Emerging Markets ETF made up 2.87% of Geneva Partners's portfolio in Q2 2026, its #14 holding.
Geneva Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and has held it in 10 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.