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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
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

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

Intergy Private Wealth's IEMG Position: Q2 2026 in Review

Intergy Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6% in Q2 2026, selling an estimated $306K and leaving 59,774 shares worth $4.95M. The position accounts for 1.14% of the portfolio, ranked #20.

Intergy Private Wealth first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 543 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Intergy Private Wealth held 59,774 shares of iShares Core MSCI Emerging Markets ETF worth $4.95M as of Q2 2026.
  • Intergy Private Wealth sold 3,836 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $306K.
  • iShares Core MSCI Emerging Markets ETF made up 1.14% of Intergy Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Intergy Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 543 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.