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 Q3	$11.9M	Hold	147,059	–	–	1.32%	9
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Root LLC's IEMG Position: Q3 2026 in Review

Oak Root LLC held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2026 at 147,059 shares worth $11.9M. The position accounts for 1.32% of the portfolio, ranked #9.

Oak Root LLC first reported a position in IEMG in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.4M in Q3 2024. 543 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Oak Root LLC held 147,059 shares of iShares Core MSCI Emerging Markets ETF worth $11.9M as of Q3 2026.
Oak Root LLC left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2026.
iShares Core MSCI Emerging Markets ETF made up 1.32% of Oak Root LLC's portfolio in Q3 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 12 quarters since.
Oak Root LLC's iShares Core MSCI Emerging Markets ETF position peaked at $17.4M in Q3 2024.
543 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Oak Root LLC's 13F filing for Q3 2026, filed 9 Oct 2026.