ORL
IEMG icon

Oak Root LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Oak Root LLC’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 		$12.2M Sell
147,059
-2,794
-2% -$223K 1.34% 9
2026
Q1 		$10.5M Sell
149,853
-13,787
-8% -$995K 1.27% 9
2025
Q4 		$11M Sell
163,640
-82,749
-34% -$5.55M 1.33% 9
2025
Q3 		$16.2M Sell
246,389
-5,420
-2% -$338K 1.88% 8
2025
Q2 		$15.1M Sell
251,809
-5,646
-2% -$315K 1.87% 9
2025
Q1 		$13.9M Sell
257,455
-29,039
-10% -$1.56M 1.86% 8
2024
Q4 		$15M Sell
286,494
-16,557
-5% -$917K 1.95% 7
2024
Q3 		$17.4M Buy
303,051
+4,506
+2% +$244K 2.2% 7
2024
Q2 		$16M Buy
298,545
+4,826
+2% +$254K 2.13% 7
2024
Q1 		$15.2M Buy
293,719
+68,827
+31% +$3.45M 2.03% 7
2023
Q4 		$11.4M Buy
+224,892
New +$10.9M 1.72% 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
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

Oak Root LLC's IEMG Position: Q2 2026 in Review

Oak Root LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.9% in Q2 2026, selling an estimated $223K and leaving 147,059 shares worth $12.2M. The position accounts for 1.34% of the portfolio, ranked #9.

Oak Root LLC first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.4M in Q3 2024. 592 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Oak Root LLC held 147,059 shares of iShares Core MSCI Emerging Markets ETF worth $12.2M as of Q2 2026.
  • Oak Root LLC sold 2,794 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $223K.
  • iShares Core MSCI Emerging Markets ETF made up 1.34% of Oak Root LLC's portfolio in Q2 2026, its #9 holding.
  • Oak Root LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Oak Root LLC's iShares Core MSCI Emerging Markets ETF position peaked at $17.4M in Q3 2024.
  • 592 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Oak Root LLC's 13F filing for Q2 2026, filed 13 Jul 2026.