Obermeyer Wealth Partners
IEMG icon

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

Obermeyer Wealth 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 		$251K Hold
3,097
– – 0.01% 271
2026
Q2 		$257K Sell
3,097
-2,570
-45% -$205K 0.01% 269
2026
Q1 		$395K Sell
5,667
-394
-7% -$28.4K 0.02% 197
2025
Q4 		$407K Buy
6,061
+2,441
+67% +$164K 0.02% 196
2025
Q3 		$239K Buy
3,620
+259
+8% +$16.2K 0.01% 264
2025
Q2 		$202K Buy
+3,361
New +$188K 0.01% 270

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Obermeyer Wealth Partners's IEMG Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2026 at 3,097 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #271.

Obermeyer Wealth Partners first reported a position in IEMG in Q2 2025 and has held it in 6 quarters since. The position peaked at $407K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Obermeyer Wealth Partners held 3,097 shares of iShares Core MSCI Emerging Markets ETF worth $251K as of Q3 2026.
  • Obermeyer Wealth Partners left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #271 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
  • Obermeyer Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $407K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.