Holos Integrated Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Holos Integrated Wealth’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	$213K	Buy	2,760 +194	+8%	+$15.6K	0.1%	81
2026 Q2	$205K	Sell	2,566 -119	-4%	-$9.48K	0.1%	83
2026 Q1	$189K	Buy	2,685 +1,933	+257%	+$140K	0.1%	91
2025 Q4	$51.9K	Buy	752 +139	+23%	+$9.33K	0.03%	119
2025 Q3	$39.4K	Hold	613	–	–	0.02%	127
2025 Q2	$37.6K	Sell	613 -139	-18%	-$7.76K	0.02%	128
2025 Q1	$40.6K	Hold	752	–	–	0.03%	122
2024 Q4	$39.3K	Buy	+752	New	+$41.6K	0.03%	118

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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 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

Holos Integrated Wealth's IEMG Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.6% in Q3 2026, buying an estimated $15.6K and bringing the position to 2,760 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #81.

Holos Integrated Wealth first reported a position in IEMG in Q4 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Holos Integrated Wealth held 2,760 shares of iShares Core MSCI Emerging Markets ETF worth $213K as of Q3 2026.
Holos Integrated Wealth bought 194 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $15.6K.
iShares Core MSCI Emerging Markets ETF made up 0.1% of Holos Integrated Wealth's portfolio in Q3 2026, its #81 holding.
Holos Integrated Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.