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

Instrumental 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	$302K	Buy	3,641 +193	+6%	+$15.4K	0.15%	61
2026 Q1	$240K	Buy	3,448 +615	+22%	+$44.4K	0.15%	59
2025 Q4	$218K	Sell	2,833 -199	-7%	-$13.4K	0.13%	65
2025 Q3	$207K	Buy	+3,032	New	+$189K	0.15%	66
2024 Q2	–	Sell	-4,438	Closed	-$239K	–	48
2024 Q1	$239K	Hold	4,438	–	–	0.1%	37
2023 Q4	$217K	Sell	4,438 -129	-3%	-$6.25K	0.23%	34
2023 Q3	$218K	Buy	+4,567	New	+$226K	0.25%	31

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

Instrumental Wealth's IEMG Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,641 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #61.

Instrumental Wealth first reported a position in IEMG in Q3 2023 and has held it in 7 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Instrumental Wealth held 3,641 shares of iShares Core MSCI Emerging Markets ETF worth $302K as of Q2 2026.
Instrumental Wealth bought 193 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.4K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Instrumental Wealth's portfolio in Q2 2026, its #61 holding.
Instrumental Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 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 Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.