Halbert Hargrove Global Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Halbert Hargrove Global 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 Q3	$176M	Sell	2,174,601 -38,316	-2%	-$3.08M	7.71%	6
2026 Q2	$183M	Sell	2,212,917 -49,750	-2%	-$3.97M	7.93%	5
2026 Q1	$158M	Sell	2,262,667 -8,835	-0.4%	-$638K	7.62%	6
2025 Q4	$153M	Buy	2,271,502 +12,583	+0.6%	+$844K	7.25%	6
2025 Q3	$149M	Buy	2,258,919 +29,885	+1%	+$1.86M	7.23%	6
2025 Q2	$134M	Sell	2,229,034 -7,790	-0.3%	-$435K	6.98%	6
2025 Q1	$121M	Buy	2,236,824 +16,914	+0.8%	+$910K	6.82%	6
2024 Q4	$116M	Buy	2,219,910 +49,562	+2%	+$2.74M	6.44%	6
2024 Q3	$125M	Buy	2,170,348 +8,955	+0.4%	+$485K	6.83%	6
2024 Q2	$116M	Buy	2,161,393 +1,613	+0.1%	+$85.1K	6.71%	7
2024 Q1	$111M	Buy	2,159,780 +92,872	+4%	+$4.65M	7.29%	6
2023 Q4	$105M	Buy	2,066,908 +48,148	+2%	+$2.33M	7.18%	6
2023 Q3	$96.1M	Buy	2,018,760 +98,597	+5%	+$4.88M	7.16%	6
2023 Q2	$94.6M	Buy	1,920,163 +47,496	+3%	+$2.32M	6.91%	6
2023 Q1	$91.4M	Buy	1,872,667 +30,770	+2%	+$1.51M	6.19%	7
2022 Q4	$86M	Sell	1,841,897 -24,854	-1%	-$1.13M	6.15%	7
2022 Q3	$80.2M	Buy	1,866,751 +192,973	+12%	+$9.25M	6.2%	7
2022 Q2	$82.1M	Buy	1,673,778 +15,556	+0.9%	+$804K	6.09%	7
2022 Q1	$92.1M	Buy	1,658,222 +34,177	+2%	+$1.97M	6.08%	7
2021 Q4	$97.2M	Buy	1,624,045 +20,210	+1%	+$1.25M	6.18%	7
2021 Q3	$99.1M	Buy	1,603,835 +185,524	+13%	+$11.8M	6.88%	6
2021 Q2	$95M	Buy	1,418,311 +25,044	+2%	+$1.65M	6.24%	6
2021 Q1	$89.7M	Sell	1,393,267 -13,003	-0.9%	-$855K	6.45%	6
2020 Q4	$87.2M	Buy	1,406,270 +16,266	+1%	+$938K	6.61%	6
2020 Q3	$73.4M	Buy	+1,390,004	New	+$72.9M	7.05%	6

Other funds holding IEMG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Halbert Hargrove Global Advisors's IEMG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.7% in Q3 2026, selling an estimated $3.08M and leaving 2,174,601 shares worth $176M. The position accounts for 7.71% of the portfolio, ranked #6.

Halbert Hargrove Global Advisors first reported a position in IEMG in Q3 2020 and has held it in 25 quarters since. The position peaked at $183M in Q2 2026. 840 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Halbert Hargrove Global Advisors held 2,174,601 shares of iShares Core MSCI Emerging Markets ETF worth $176M as of Q3 2026.
Halbert Hargrove Global Advisors sold 38,316 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $3.08M.
iShares Core MSCI Emerging Markets ETF made up 7.71% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #6 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 25 quarters since.
Halbert Hargrove Global Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $183M in Q2 2026.
840 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.