Kovitz Investment Group Partners
IEMG icon

Kovitz Investment Group Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Kovitz Investment Group Partners’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 		$37.2M Buy
448,951
+65,884
+17% +$5.25M 0.82% 28
2026
Q1 		$26.7M Buy
383,067
+146,548
+62% +$10.6M 0.62% 36
2025
Q4 		$15.9M Sell
236,519
-757,316
-76% -$50.8M 0.35% 66
2025
Q3 		$65.5M Buy
993,835
+114,416
+13% +$7.14M 0.26% 86
2025
Q2 		$52.8M Buy
879,419
+64,842
+8% +$3.62M 0.23% 98
2025
Q1 		$44M Buy
814,577
+39,580
+5% +$2.13M 0.22% 100
2024
Q4 		$40.5M Sell
774,997
-5,267
-0.7% -$292K 0.2% 104
2024
Q3 		$43.7M Buy
780,264
+139,294
+22% +$7.54M 0.31% 72
2024
Q2 		$34.3M Buy
640,970
+188,510
+42% +$9.94M 0.29% 58
2024
Q1 		$23.3M Buy
+452,460
New +$22.7M 0.3% 51
2021
Q4 		– Sell
-3,296
Closed -$204K – 433
2021
Q3 		$204K Buy
+3,296
New +$210K ﹤0.01% 419
2019
Q4 		– Sell
-12,409
Closed -$608K – 373
2019
Q3 		$608K Sell
12,409
-1,038
-8% -$51.5K 0.02% 309
2019
Q2 		$692K Buy
13,447
+329
+3% +$16.8K 0.02% 295
2019
Q1 		$678K Buy
+13,118
New +$664K 0.02% 304

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's IEMG Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 17% in Q2 2026, buying an estimated $5.25M and bringing the position to 448,951 shares worth $37.2M. The position accounts for 0.82% of the portfolio, ranked #28.

Kovitz Investment Group Partners first reported a position in IEMG in Q1 2019 and has held it in 14 quarters since. The position peaked at $65.5M in Q3 2025. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Kovitz Investment Group Partners held 448,951 shares of iShares Core MSCI Emerging Markets ETF worth $37.2M as of Q2 2026.
  • Kovitz Investment Group Partners bought 65,884 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.25M.
  • iShares Core MSCI Emerging Markets ETF made up 0.82% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #28 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 14 quarters since.
  • Kovitz Investment Group Partners's iShares Core MSCI Emerging Markets ETF position peaked at $65.5M in Q3 2025.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.