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Marshall & Sterling Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Marshall & Sterling Wealth 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 		$99.5K Hold
1,201
– – 0.06% 118
2026
Q1 		$83.7K Hold
1,201
– – 0.05% 118
2025
Q4 		$80.7K Sell
1,201
-1,039
-46% -$69.7K 0.05% 116
2025
Q3 		$148K Sell
2,240
-6
-0.3% -$374 0.09% 101
2025
Q2 		$135K Buy
2,246
+93
+4% +$5.19K 0.09% 99
2025
Q1 		$116K Buy
2,153
+952
+79% +$51.2K 0.08% 104
2024
Q4 		$62.7K Buy
+1,201
New +$66.5K 0.04% 114

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IEMG Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 1,201 shares worth $99.5K. The position accounts for 0.06% of the portfolio, ranked #118.

Marshall & Sterling Wealth Advisors first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q3 2025. 652 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,201 shares of iShares Core MSCI Emerging Markets ETF worth $99.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.06% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $148K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.