Great Point Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Great Point Wealth Advisors’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	$328K	Sell	3,964 -123	-3%	-$9.8K	0.05%	62
2026 Q1	$285K	Sell	4,087 -115	-3%	-$8.3K	0.05%	56
2025 Q4	$282K	Sell	4,202 -378	-8%	-$25.4K	0.05%	58
2025 Q3	$302K	Buy	+4,580	New	+$286K	0.06%	54
2025 Q1	$268K	Sell	4,973 -159	-3%	-$8.56K	0.06%	51
2024 Q4	$268K	Buy	5,132 +1,384	+37%	+$76.6K	0.06%	53
2024 Q3	$215K	Buy	+3,748	New	+$203K	0.05%	58
2024 Q1	–	Sell	-4,750	Closed	-$240K	–	58
2023 Q4	$240K	Sell	4,750 -169	-3%	-$8.19K	0.06%	57
2023 Q3	$234K	Sell	4,919 -416	-8%	-$20.6K	0.07%	59
2023 Q2	$263K	Buy	5,335 +270	+5%	+$13.2K	0.08%	56
2023 Q1	$247K	Buy	5,065 +11	+0.2%	+$540	0.08%	58
2022 Q4	$236K	Buy	5,054 +135	+3%	+$6.14K	0.08%	57
2022 Q3	$211K	Hold	4,919	–	–	0.08%	61
2022 Q2	$241K	Sell	4,919 -2,098	-30%	-$108K	0.09%	61
2022 Q1	$390K	Sell	7,017 -6	-0.1%	-$347	0.12%	43
2021 Q4	$420K	Buy	7,023 +39	+0.6%	+$2.41K	0.13%	41
2021 Q3	$431K	Buy	6,984 +34	+0.5%	+$2.16K	0.15%	36
2021 Q2	$466K	Buy	6,950 +93	+1%	+$6.13K	0.16%	37
2021 Q1	$441K	Sell	6,857 -294	-4%	-$19.3K	0.17%	35
2020 Q4	$443K	Sell	7,151 -76	-1%	-$4.38K	0.19%	35
2020 Q3	$344K	Hold	7,227	–	–	0.18%	36
2020 Q2	$344K	Buy	7,227 +7	+0.1%	+$312	0.18%	36
2020 Q1	$292K	Buy	7,220 +485	+7%	+$23.8K	0.24%	33
2019 Q4	$362K	Buy	6,735 +227	+3%	+$11.7K	0.22%	34
2019 Q3	$319K	Buy	6,508 +344	+6%	+$17.1K	0.22%	33
2019 Q2	$317K	Buy	6,164 +248	+4%	+$12.7K	0.26%	34
2019 Q1	$305K	Buy	5,916 +618	+12%	+$31.3K	0.26%	35
2018 Q4	$249K	Buy	+5,298	New	+$256K	0.24%	35

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

Great Point Wealth Advisors's IEMG Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3% in Q2 2026, selling an estimated $9.8K and leaving 3,964 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #62.

Great Point Wealth Advisors first reported a position in IEMG in Q4 2018 and has held it in 28 quarters since. The position peaked at $466K in Q2 2021. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Great Point Wealth Advisors held 3,964 shares of iShares Core MSCI Emerging Markets ETF worth $328K as of Q2 2026.
Great Point Wealth Advisors sold 123 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.8K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Great Point Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Great Point Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 28 quarters since.
Great Point Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $466K in Q2 2021.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.