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GoalVest Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

GoalVest Advisory’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 		$10.9M Buy
132,157
+12,318
+10% +$982K 2.03% 9
2026
Q1 		$8.36M Buy
119,839
+98,912
+473% +$7.14M 1.63% 10
2025
Q4 		$1.41M Buy
+20,927
New +$1.4M 0.27% 60
2025
Q1 		– Sell
-284
Closed -$14.8K – 518
2024
Q4 		$14.8K Sell
284
-443
-61% -$24.5K ﹤0.01% 262
2024
Q3 		$41.7K Buy
727
+548
+306% +$29.7K 0.01% 205
2024
Q2 		$9.58K Sell
179
-22
-11% -$1.16K ﹤0.01% 281
2024
Q1 		$10.4K Sell
201
-86
-30% -$4.31K ﹤0.01% 314
2023
Q4 		$14.5K Sell
287
-2,207
-88% -$107K 0.01% 236
2023
Q3 		$119K Buy
2,494
+1,230
+97% +$60.9K 0.06% 92
2023
Q2 		$62.3K Buy
+1,264
New +$61.7K 0.03% 126
2022
Q4 		– Sell
-224
Closed -$10K – 253
2022
Q3 		$10K Buy
+224
New +$10.7K 0.01% 188
2021
Q2 		$4.63M Buy
69,099
+12,165
+21% +$802K 2.87% 8
2021
Q1 		$3.66M Buy
56,934
+54,676
+2,421% +$3.6M 2.73% 8
2020
Q4 		$140K Buy
+2,258
New +$130K 0.12% 95

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NYU
New York University New York $128M AUM

GoalVest Advisory's IEMG Position: Q2 2026 in Review

GoalVest Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q2 2026, buying an estimated $982K and bringing the position to 132,157 shares worth $10.9M. The position accounts for 2.03% of the portfolio, ranked #9.

GoalVest Advisory first reported a position in IEMG in Q4 2020 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • GoalVest Advisory held 132,157 shares of iShares Core MSCI Emerging Markets ETF worth $10.9M as of Q2 2026.
  • GoalVest Advisory bought 12,318 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $982K.
  • iShares Core MSCI Emerging Markets ETF made up 2.03% of GoalVest Advisory's portfolio in Q2 2026, its #9 holding.
  • GoalVest Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 14 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.