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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
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

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Holos Integrated Wealth's IEMG Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.4% in Q2 2026, selling an estimated $9.48K and leaving 2,566 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #83.

Holos Integrated Wealth first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Holos Integrated Wealth held 2,566 shares of iShares Core MSCI Emerging Markets ETF worth $205K as of Q2 2026.
  • Holos Integrated Wealth sold 119 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.48K.
  • iShares Core MSCI Emerging Markets ETF made up 0.1% of Holos Integrated Wealth's portfolio in Q2 2026, its #83 holding.
  • Holos Integrated Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.