Morton Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$570K Sell
6,886
-400
-5% -$31.9K 0.08% 82
2026
Q1
$508K Buy
7,286
+4,056
+126% +$293K 0.08% 75
2025
Q4
$217K Buy
+3,230
New +$217K 0.03% 121
2022
Q4
Sell
-7,622
Closed -$328K 85
2022
Q3
$328K Buy
+7,622
New +$365K 0.15% 59
2022
Q1
Sell
-4,733
Closed -$283K 87
2021
Q4
$283K Buy
+4,733
New +$292K 0.11% 71

Other funds holding IEMG

Morton Capital Management's IEMG Position: Q2 2026 in Review

Morton Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.5% in Q2 2026, selling an estimated $31.9K and leaving 6,886 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #82.

Morton Capital Management first reported a position in IEMG in Q4 2021 and has held it in 5 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Morton Capital Management held 6,886 shares of iShares Core MSCI Emerging Markets ETF worth $570K as of Q2 2026.
  • Morton Capital Management sold 400 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $31.9K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of Morton Capital Management's portfolio in Q2 2026, its #82 holding.
  • Morton Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 5 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.