Intergy Private Wealth
IEMG icon

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

Intergy Private 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 		$5.02M Buy
61,862
+2,088
+3% +$168K 1.13% 19
2026
Q2 		$4.95M Sell
59,774
-3,836
-6% -$306K 1.14% 20
2026
Q1 		$4.44M Buy
63,610
+249
+0.4% +$18K 1.3% 18
2025
Q4 		$4.26M Buy
63,361
+223
+0.4% +$15K 1.28% 18
2025
Q3 		$4.16M Buy
63,138
+2,815
+5% +$176K 1.3% 18
2025
Q2 		$3.62M Buy
60,323
+578
+1% +$32.3K 1.24% 17
2025
Q1 		$3.22M Sell
59,745
-1,105
-2% -$59.5K 1.23% 20
2024
Q4 		$3.18M Buy
60,850
+2,989
+5% +$166K 1.19% 19
2024
Q3 		$3.32M Buy
57,861
+2,878
+5% +$156K 1.27% 19
2024
Q2 		$2.94M Buy
54,983
+3,575
+7% +$189K 1.21% 18
2024
Q1 		$2.65M Buy
51,408
+2,569
+5% +$129K 1.09% 20
2023
Q4 		$2.47M Buy
48,839
+1,471
+3% +$71.3K 1.07% 23
2023
Q3 		$2.25M Sell
47,368
-150
-0.3% -$7.42K 1.13% 21
2023
Q2 		$2.34M Buy
47,518
+623
+1% +$30.4K 1.15% 22
2023
Q1 		$2.29M Buy
46,895
+4,698
+11% +$230K 1.28% 19
2022
Q4 		$1.97M Buy
42,197
+7,260
+21% +$330K 1.23% 20
2022
Q3 		$1.5M Buy
34,937
+6,093
+21% +$292K 1.07% 21
2022
Q2 		$1.42M Buy
28,844
+5,505
+24% +$284K 1.12% 18
2022
Q1 		$1.3M Buy
23,339
+8,943
+62% +$517K 0.9% 21
2021
Q4 		$862K Buy
+14,396
New +$888K 0.67% 31

Other funds holding IEMG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Intergy Private Wealth's IEMG Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.5% in Q3 2026, buying an estimated $168K and bringing the position to 61,862 shares worth $5.02M. The position accounts for 1.13% of the portfolio, ranked #19.

Intergy Private Wealth first reported a position in IEMG in Q4 2021 and has held it in 20 quarters since. 698 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Intergy Private Wealth held 61,862 shares of iShares Core MSCI Emerging Markets ETF worth $5.02M as of Q3 2026.
  • Intergy Private Wealth bought 2,088 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $168K.
  • iShares Core MSCI Emerging Markets ETF made up 1.13% of Intergy Private Wealth's portfolio in Q3 2026, its #19 holding.
  • Intergy Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.