Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$116K	Hold	1,397	–	–	﹤0.01%	373
2026 Q1	$104K	Hold	1,397	–	–	﹤0.01%	377
2025 Q4	$103K	Hold	1,397	–	–	﹤0.01%	375
2025 Q3	$94.5K	Buy	+1,397	New	+$87.1K	﹤0.01%	382
2024 Q2	–	Sell	-453	Closed	-$22.9K	–	563
2024 Q1	$22.9K	Buy	+453	New	+$22.7K	﹤0.01%	448
2023 Q4	–	Sell	-129	Closed	-$6.09K	–	577
2023 Q3	$6.09K	Hold	129	–	–	﹤0.01%	538
2023 Q2	$6.36K	Sell	129 -16,896	-99%	-$825K	﹤0.01%	565
2023 Q1	$831K	Buy	17,025 +5,408	+47%	+$265K	0.01%	160
2022 Q4	$543K	Hold	11,617	–	–	0.01%	192
2022 Q3	$499K	Sell	11,617 -10,433	-47%	-$500K	0.01%	198
2022 Q2	$1.08M	Buy	22,050 +1,231	+6%	+$63.6K	0.01%	149
2022 Q1	$1.16M	Sell	20,819 -3,012	-13%	-$174K	0.01%	148
2021 Q4	$1.43M	Buy	23,831 +14,750	+162%	+$910K	0.01%	146
2021 Q3	$561K	Sell	9,081 -1,026	-10%	-$65.3K	0.01%	214
2021 Q2	$677K	Sell	10,107 -21	-0.2%	-$1.38K	0.01%	198
2021 Q1	$652K	Sell	10,128 -3,855	-28%	-$254K	0.01%	190
2020 Q4	$868K	Buy	13,983 +13,302	+1,953%	+$767K	0.01%	163
2020 Q3	$36K	Hold	681	–	–	﹤0.01%	426
2020 Q2	$32K	Buy	+681	New	+$30.4K	﹤0.01%	412
2019 Q3	–	Sell	-1,000	Closed	-$51K	–	702
2019 Q2	$51K	Sell	1,000 -2,500	-71%	-$128K	﹤0.01%	403
2019 Q1	$181K	Hold	3,500	–	–	﹤0.01%	266
2018 Q4	$165K	Hold	3,500	–	–	﹤0.01%	267
2018 Q3	$181K	Hold	3,500	–	–	﹤0.01%	278
2018 Q2	$184K	Sell	3,500 -82	-2%	-$4.6K	﹤0.01%	279
2018 Q1	$209K	Hold	3,582	–	–	﹤0.01%	272
2017 Q4	$204K	Hold	3,582	–	–	﹤0.01%	284
2017 Q3	$194K	Hold	3,582	–	–	﹤0.01%	284
2017 Q2	$189K	Buy	3,582 +82	+2%	+$4.05K	﹤0.01%	277
2017 Q1	$167K	Buy	+3,500	New	+$161K	﹤0.01%	288

Other funds holding IEMG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IEMG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 1,397 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEMG in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.43M in Q4 2021. 1,664 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,397 shares of iShares Core MSCI Emerging Markets ETF worth $116K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #373 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and has held it in 29 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.43M in Q4 2021.
1,664 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.