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Laurel Oak Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Laurel Oak 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 		$3.22M Sell
38,838
-5,557
-13% -$443K 0.47% 43
2026
Q1 		$3.1M Sell
44,395
-9,473
-18% -$684K 0.52% 41
2025
Q4 		$3.62M Buy
+53,868
New +$3.61M 0.61% 35

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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Laurel Oak Wealth Management's IEMG Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q2 2026, selling an estimated $443K and leaving 38,838 shares worth $3.22M. The position accounts for 0.47% of the portfolio, ranked #43.

Laurel Oak Wealth Management first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.62M in Q4 2025. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Laurel Oak Wealth Management held 38,838 shares of iShares Core MSCI Emerging Markets ETF worth $3.22M as of Q2 2026.
  • Laurel Oak Wealth Management sold 5,557 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $443K.
  • iShares Core MSCI Emerging Markets ETF made up 0.47% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $3.62M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.