Hoxton Planning & Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Hoxton Planning & 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	$4.58M	Sell	55,304 -21,845	-28%	-$1.74M	1.2%	21
2026 Q1	$5.38M	Sell	77,149 -5,187	-6%	-$374K	1.61%	16
2025 Q4	$5.53M	Buy	82,336 +12,198	+17%	+$818K	1.65%	16
2025 Q3	$4.62M	Buy	70,138 +5,820	+9%	+$363K	1.49%	18
2025 Q2	$3.86M	Buy	64,318 +26,500	+70%	+$1.48M	1.33%	19
2025 Q1	$2.04M	Buy	37,818 +8,417	+29%	+$453K	0.78%	27
2024 Q4	$1.54M	Sell	29,401 -1,744	-6%	-$96.6K	0.59%	33
2024 Q3	$1.79M	Sell	31,145 -3,315	-10%	-$179K	0.69%	30
2024 Q2	$1.84M	Buy	34,460 +16,661	+94%	+$879K	0.86%	22
2024 Q1	$918K	Sell	17,799 -11,343	-39%	-$568K	0.44%	40
2023 Q4	$1.47M	Sell	29,142 -6,674	-19%	-$323K	0.78%	26
2023 Q3	$1.7M	Sell	35,816 -15,970	-31%	-$790K	1.1%	18
2023 Q2	$2.55M	Sell	51,786 -15,903	-23%	-$777K	1.58%	15
2023 Q1	$3.3M	Buy	67,689 +44,957	+198%	+$2.21M	1.82%	11
2022 Q4	$1.06M	Buy	+22,732	New	+$1.03M	0.56%	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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Hoxton Planning & Management's IEMG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 28% in Q2 2026, selling an estimated $1.74M and leaving 55,304 shares worth $4.58M. The position accounts for 1.2% of the portfolio, ranked #21.

Hoxton Planning & Management first reported a position in IEMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.53M in Q4 2025. 543 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Hoxton Planning & Management held 55,304 shares of iShares Core MSCI Emerging Markets ETF worth $4.58M as of Q2 2026.
Hoxton Planning & Management sold 21,845 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.74M.
iShares Core MSCI Emerging Markets ETF made up 1.2% of Hoxton Planning & Management's portfolio in Q2 2026, its #21 holding.
Hoxton Planning & Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares Core MSCI Emerging Markets ETF position peaked at $5.53M in Q4 2025.
543 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.