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

Jamison Private Wealth 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	$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

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

Jamison Private Wealth Management's IEMG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q2 2026, buying an estimated $50.4K and bringing the position to 6,011 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #171.

Jamison Private Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 12 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Jamison Private Wealth Management held 6,011 shares of iShares Core MSCI Emerging Markets ETF worth $498K as of Q2 2026.
Jamison Private Wealth Management bought 632 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $50.4K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #171 holding.
Jamison Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.