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Martel Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Martel 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 		$10.6M Sell
127,681
-9,326
-7% -$743K 1.66% 11
2026
Q1 		$9.56M Sell
137,007
-8,879
-6% -$641K 1.63% 11
2025
Q4 		$9.81M Sell
145,886
-7,836
-5% -$526K 1.67% 11
2025
Q3 		$10.1M Sell
153,722
-6,484
-4% -$404K 1.78% 11
2025
Q2 		$9.62M Sell
160,206
-3,519
-2% -$196K 1.78% 11
2025
Q1 		$8.84M Buy
163,725
+5,918
+4% +$319K 1.76% 11
2024
Q4 		$8.24M Buy
157,807
+1,082
+0.7% +$59.9K 1.61% 12
2024
Q3 		$9.17M Buy
156,725
+945
+0.6% +$51.2K 1.88% 11
2024
Q2 		$8.34M Buy
155,780
+1,116
+0.7% +$58.8K 1.79% 11
2024
Q1 		$7.98M Buy
154,664
+2,072
+1% +$104K 1.73% 11
2023
Q4 		$7.72M Buy
152,592
+3,048
+2% +$148K 1.75% 11
2023
Q3 		$7.12M Buy
149,544
+2,757
+2% +$136K 1.77% 11
2023
Q2 		$7.24M Buy
146,787
+33,062
+29% +$1.61M 1.75% 11
2023
Q1 		$5.55M Buy
113,725
+11,334
+11% +$556K 1.42% 13
2022
Q4 		$4.78M Buy
102,391
+58,235
+132% +$2.65M 1.3% 13
2022
Q3 		$1.9M Buy
44,156
+16,768
+61% +$804K 0.54% 22
2022
Q2 		$1.34M Buy
27,388
+14,568
+114% +$753K 0.37% 25
2022
Q1 		$712K Buy
12,820
+1,700
+15% +$98.2K 0.17% 31
2021
Q4 		$666K Buy
11,120
+896
+9% +$55.3K 0.16% 30
2021
Q3 		$631K Sell
10,224
-95
-0.9% -$6.05K 0.16% 31
2021
Q2 		$691K Buy
10,319
+970
+10% +$63.9K 0.17% 29
2021
Q1 		$602K Buy
9,349
+468
+5% +$30.8K 0.17% 30
2020
Q4 		$551K Buy
8,881
+1,651
+23% +$95.2K 0.16% 31
2020
Q3 		$382K Buy
7,230
+85
+1% +$4.46K 0.12% 34
2020
Q2 		$340K Buy
7,145
+897
+14% +$40K 0.12% 33
2020
Q1 		$253K Buy
6,248
+1,943
+45% +$95.4K 0.1% 34
2019
Q4 		$231K Buy
+4,305
New +$222K 0.08% 37
2019
Q3 		– Sell
-3,892
Closed -$200K – 39
2019
Q2 		$200K Buy
+3,892
New +$199K 0.07% 39
2018
Q4 		– Sell
-4,463
Closed -$231K – 40
2018
Q3 		$231K Buy
+4,463
New +$233K 0.09% 36

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
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NYU
New York University New York $128M AUM

Martel Wealth Advisors's IEMG Position: Q2 2026 in Review

Martel Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.8% in Q2 2026, selling an estimated $743K and leaving 127,681 shares worth $10.6M. The position accounts for 1.66% of the portfolio, ranked #11.

Martel Wealth Advisors first reported a position in IEMG in Q3 2018 and has held it in 29 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Martel Wealth Advisors held 127,681 shares of iShares Core MSCI Emerging Markets ETF worth $10.6M as of Q2 2026.
  • Martel Wealth Advisors sold 9,326 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $743K.
  • iShares Core MSCI Emerging Markets ETF made up 1.66% of Martel Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Martel Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and has held it in 29 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.