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

Marion 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	$21.6M	Sell	261,219 -15,341	-6%	-$1.22M	4.4%	3
2026 Q1	$19.3M	Sell	276,560 -28,076	-9%	-$2.03M	4.27%	3
2025 Q4	$22.1M	Sell	304,636 -394	-0.1%	-$26.4K	4.9%	3
2025 Q3	$20.1M	Sell	305,030 -141	-0%	-$8.79K	4.77%	3
2025 Q2	$18.3M	Buy	305,171 +6,957	+2%	+$388K	4.59%	3
2025 Q1	$16.1M	Buy	298,214 +11,190	+4%	+$602K	4.3%	4
2024 Q4	$15M	Buy	287,024 +7,958	+3%	+$441K	3.97%	5
2024 Q3	$16M	Buy	279,066 +13,927	+5%	+$754K	4.27%	4
2024 Q2	$14.2M	Buy	265,139 +8,208	+3%	+$433K	4.17%	4
2024 Q1	$13.3M	Buy	256,931 +3,591	+1%	+$180K	3.96%	5
2023 Q4	$12.8M	Buy	253,340 +45,330	+22%	+$2.2M	4.1%	4
2023 Q3	$9.9M	Buy	208,010 +3,769	+2%	+$187K	3.49%	7
2023 Q2	$10.1M	Buy	204,241 +3,570	+2%	+$174K	3.58%	7
2023 Q1	$9.79M	Buy	200,671 +11,098	+6%	+$544K	3.65%	6
2022 Q4	$8.85M	Buy	189,573 +28,865	+18%	+$1.31M	3.73%	5
2022 Q3	$6.91M	Buy	160,708 +11,192	+7%	+$536K	3.55%	5
2022 Q2	$7.33M	Buy	149,516 +34,997	+31%	+$1.81M	3.84%	3
2022 Q1	$6.36M	Buy	114,519 +3,948	+4%	+$228K	3.11%	7
2021 Q4	$6.62M	Buy	+110,571	New	+$6.82M	3.14%	7

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

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

Marion Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q2 2026, selling an estimated $1.22M and leaving 261,219 shares worth $21.6M. The position accounts for 4.4% of the portfolio, ranked #3.

Marion Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.1M in Q4 2025. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Marion Wealth Management held 261,219 shares of iShares Core MSCI Emerging Markets ETF worth $21.6M as of Q2 2026.
Marion Wealth Management sold 15,341 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.22M.
iShares Core MSCI Emerging Markets ETF made up 4.4% of Marion Wealth Management's portfolio in Q2 2026, its #3 holding.
Marion Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Marion Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $22.1M in Q4 2025.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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