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

Marietta 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	$6.74M	Sell	81,348 -983	-1%	-$78.4K	0.69%	60
2026 Q1	$5.74M	Sell	82,331 -4,551	-5%	-$328K	0.68%	65
2025 Q4	$5.84M	Sell	86,882 -286,484	-77%	-$19.2M	0.68%	64
2025 Q3	$24.6M	Buy	373,366 +6,914	+2%	+$431K	3.01%	4
2025 Q2	$22M	Buy	366,452 +9,701	+3%	+$541K	2.87%	6
2025 Q1	$19.3M	Buy	356,751 +47,113	+15%	+$2.54M	2.83%	4
2024 Q4	$16.2M	Buy	+309,638	New	+$17.1M	2.32%	9
2023 Q1	–	Sell	-5,682	Closed	-$265K	–	109
2022 Q4	$265K	Sell	5,682 -138,793	-96%	-$6.31M	0.06%	103
2022 Q3	$6.21M	Buy	144,475 +21,434	+17%	+$1.03M	1.55%	20
2022 Q2	$6.04M	Sell	123,041 -7,047	-5%	-$364K	1.46%	22
2022 Q1	$7.23M	Buy	130,088 +3,101	+2%	+$179K	1.51%	21
2021 Q4	$7.6M	Sell	126,987 -19,993	-14%	-$1.23M	1.53%	21
2021 Q3	$9.08M	Buy	146,980 +17,543	+14%	+$1.12M	1.98%	11
2021 Q2	$8.67M	Buy	129,437 +10,252	+9%	+$676K	1.96%	11
2021 Q1	$7.67M	Buy	119,185 +7,280	+7%	+$479K	1.91%	11
2020 Q4	$6.94M	Buy	111,905 +7,522	+7%	+$434K	1.91%	12
2020 Q3	$5.51M	Buy	104,383 +12,655	+14%	+$663K	1.72%	14
2020 Q2	$4.37M	Sell	91,728 -36,672	-29%	-$1.64M	1.49%	20
2020 Q1	$5.2M	Sell	128,400 -155	-0.1%	-$7.61K	2.02%	10
2019 Q4	$6.91M	Buy	128,555 +7,909	+7%	+$408K	2.28%	9
2019 Q3	$5.91M	Buy	120,646 +23,386	+24%	+$1.16M	2.16%	9
2019 Q2	$5M	Buy	97,260 +2,701	+3%	+$138K	1.95%	11
2019 Q1	$4.89M	Buy	94,559 +49,373	+109%	+$2.5M	2.01%	11
2018 Q4	$2.13M	Buy	45,186 +141	+0.3%	+$6.82K	1.02%	44
2018 Q3	$2.33M	Buy	45,045 +18,253	+68%	+$953K	1.03%	36
2018 Q2	$1.41M	Buy	+26,792	New	+$1.5M	0.69%	61

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marietta Wealth Management's IEMG Position: Q2 2026 in Review

Marietta Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.2% in Q2 2026, selling an estimated $78.4K and leaving 81,348 shares worth $6.74M. The position accounts for 0.69% of the portfolio, ranked #60.

Marietta Wealth Management first reported a position in IEMG in Q2 2018 and has held it in 26 quarters since. The position peaked at $24.6M in Q3 2025. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Marietta Wealth Management held 81,348 shares of iShares Core MSCI Emerging Markets ETF worth $6.74M as of Q2 2026.
Marietta Wealth Management sold 983 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $78.4K.
iShares Core MSCI Emerging Markets ETF made up 0.69% of Marietta Wealth Management's portfolio in Q2 2026, its #60 holding.
Marietta Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and has held it in 26 quarters since.
Marietta Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $24.6M in Q3 2025.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.