Goelzer Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Goelzer Investment 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	$854K	Sell	10,313 -1,243	-11%	-$99.1K	0.04%	191
2026 Q1	$806K	Buy	11,556 +7,569	+190%	+$546K	0.04%	182
2025 Q4	$268K	Buy	+3,987	New	+$267K	0.01%	255
2025 Q3	–	Sell	-5,337	Closed	-$320K	–	250
2025 Q2	$320K	Buy	5,337 +718	+16%	+$40.1K	0.02%	216
2025 Q1	$249K	Sell	4,619 -561	-11%	-$30.2K	0.01%	227
2024 Q4	$271K	Buy	+5,180	New	+$287K	0.02%	220
2022 Q4	–	Sell	-5,541	Closed	-$238K	–	242
2022 Q3	$238K	Buy	5,541 +530	+11%	+$25.4K	0.02%	216
2022 Q2	$246K	Buy	+5,011	New	+$259K	0.02%	207

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Goelzer Investment Management's IEMG Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q2 2026, selling an estimated $99.1K and leaving 10,313 shares worth $854K. The position accounts for 0.04% of the portfolio, ranked #191.

Goelzer Investment Management first reported a position in IEMG in Q2 2022 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Goelzer Investment Management held 10,313 shares of iShares Core MSCI Emerging Markets ETF worth $854K as of Q2 2026.
Goelzer Investment Management sold 1,243 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $99.1K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Goelzer Investment Management's portfolio in Q2 2026, its #191 holding.
Goelzer Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.