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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$388K Sell
4,786
-1,225
-20% -$98.6K 0.04% 188
2026
Q2
$498K Buy
6,011
+632
+12% +$50.4K 0.05% 171
2026
Q1
$375K Sell
5,379
-16
-0.3% -$1.16K 0.05% 170
2025
Q4
$363K Buy
5,395
+69
+1% +$4.63K 0.04% 175
2025
Q3
$351K Sell
5,326
-185
-3% -$11.5K 0.04% 175
2025
Q2
$331K Buy
5,511
+9
+0.2% +$502 0.05% 172
2025
Q1
$297K Sell
5,502
-554
-9% -$29.8K 0.05% 173
2024
Q4
$316K Buy
6,056
+168
+3% +$9.3K 0.05% 174
2024
Q3
$338K Sell
5,888
-59
-1% -$3.19K 0.05% 154
2024
Q2
$318K Sell
5,947
-2,271
-28% -$120K 0.05% 147
2024
Q1
$424K Buy
8,218
+4,490
+120% +$225K 0.07% 138
2023
Q4
$189K Sell
3,728
-191
-5% -$9.25K 0.04% 170
2023
Q3
$187K Buy
+3,919
New +$194K 0.04% 165

Other funds holding IEMG

Jamison Private Wealth Management's IEMG Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q3 2026, selling an estimated $98.6K and leaving 4,786 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #188.

Jamison Private Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 13 quarters since. The position peaked at $498K in Q2 2026. 2,019 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Jamison Private Wealth Management held 4,786 shares of iShares Core MSCI Emerging Markets ETF worth $388K as of Q3 2026.
  • Jamison Private Wealth Management sold 1,225 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $98.6K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Jamison Private Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Jamison Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $498K in Q2 2026.
  • 2,019 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.