NorthRock Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

NorthRock Partners’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 Q3	$107M	Buy	1,323,508 +227,449	+21%	+$18.3M	1.52%	18
2026 Q2	$90.8M	Buy	1,096,059 +150,430	+16%	+$12M	1.32%	18
2026 Q1	$66M	Buy	945,629 +95,960	+11%	+$6.93M	1.06%	21
2025 Q4	$57.1M	Buy	849,669 +282,165	+50%	+$18.9M	0.96%	24
2025 Q3	$37.4M	Buy	567,504 +42,832	+8%	+$2.67M	0.68%	26
2025 Q2	$31.5M	Buy	524,672 +114,739	+28%	+$6.4M	0.82%	24
2025 Q1	$22.1M	Buy	409,933 +26,759	+7%	+$1.44M	0.74%	25
2024 Q4	$20M	Buy	383,174 +379,294	+9,776%	+$21M	0.65%	25
2024 Q3	$223K	Buy	3,880 +907	+31%	+$49.1K	0.01%	583
2024 Q2	$159K	Sell	2,973 -107	-3%	-$5.64K	0.01%	593
2024 Q1	$159K	Sell	3,080 -1,720	-36%	-$86.1K	0.01%	602
2023 Q4	$243K	Buy	+4,800	New	+$233K	0.01%	500
2022 Q2	–	Sell	-8,709	Closed	-$484K	–	330
2022 Q1	$484K	Sell	8,709 -908	-9%	-$52.5K	0.04%	175
2021 Q4	$576K	Buy	9,617 +56	+0.6%	+$3.46K	0.04%	158
2021 Q3	$591K	Buy	9,561 +112	+1%	+$7.13K	0.05%	144
2021 Q2	$633K	Sell	9,449 -285	-3%	-$18.8K	0.05%	117
2021 Q1	$626K	Buy	9,734 +67	+0.7%	+$4.41K	0.06%	108
2020 Q4	$600K	Buy	9,667 +4,485	+87%	+$259K	0.06%	113
2020 Q3	$274K	Sell	5,182 -2,759	-35%	-$145K	0.03%	175
2020 Q2	$378K	Sell	7,941 -1,374	-15%	-$61.3K	0.04%	137
2020 Q1	$377K	Sell	9,315 -730	-7%	-$35.8K	0.05%	126
2019 Q4	$540K	Sell	10,045 -1,236	-11%	-$63.7K	0.06%	145
2019 Q3	$553K	Buy	+11,281	New	+$559K	0.08%	122

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NorthRock Partners's IEMG Position: Q3 2026 in Review

NorthRock Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 21% in Q3 2026, buying an estimated $18.3M and bringing the position to 1,323,508 shares worth $107M. The position accounts for 1.52% of the portfolio, ranked #18.

NorthRock Partners first reported a position in IEMG in Q3 2019 and has held it in 23 quarters since. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

NorthRock Partners held 1,323,508 shares of iShares Core MSCI Emerging Markets ETF worth $107M as of Q3 2026.
NorthRock Partners bought 227,449 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $18.3M.
iShares Core MSCI Emerging Markets ETF made up 1.52% of NorthRock Partners's portfolio in Q3 2026, its #18 holding.
NorthRock Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 23 quarters since.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.