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Okabena Investment Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Okabena Investment Services’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 		$4.23M Buy
51,014
+70
+0.1% +$5.58K 0.75% 30
2026
Q1 		$3.55M Buy
50,944
+1,078
+2% +$77.8K 0.68% 31
2025
Q4 		$3.35M Buy
49,866
+11,439
+30% +$767K 0.64% 31
2025
Q3 		$2.53M Hold
38,427
– – 0.49% 39
2025
Q2 		$2.31M Sell
38,427
-656
-2% -$36.6K 0.51% 36
2025
Q1 		$2.11M Buy
39,083
+975
+3% +$52.5K 0.53% 42
2024
Q4 		$1.99M Buy
38,108
+818
+2% +$45.3K 0.55% 41
2024
Q3 		$2.14M Buy
37,290
+8,000
+27% +$433K 0.6% 34
2024
Q2 		$1.57M Hold
29,290
– – 0.5% 43
2024
Q1 		$1.51M Sell
29,290
-11,302
-28% -$566K 0.5% 49
2023
Q4 		$2.05M Buy
40,592
+1,170
+3% +$56.7K 0.8% 34
2023
Q3 		$1.88M Hold
39,422
– – 1.46% 17
2023
Q2 		$1.94M Buy
39,422
+205
+0.5% +$10K 1.42% 20
2023
Q1 		$1.91M Sell
39,217
-911
-2% -$44.7K 1.34% 23
2022
Q4 		$1.87M Sell
40,128
-227,499
-85% -$10.3M 1.24% 23
2022
Q3 		$11.5M Buy
267,627
+262,733
+5,368% +$12.6M 5.56% 3
2022
Q2 		$240K Hold
4,894
– – 0.12% 85
2022
Q1 		$272K Sell
4,894
-756
-13% -$43.7K 0.12% 93
2021
Q4 		$338K Buy
+5,650
New +$349K 0.13% 91

Other funds holding IEMG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Okabena Investment Services's IEMG Position: Q2 2026 in Review

Okabena Investment Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.14% in Q2 2026, buying an estimated $5.58K and bringing the position to 51,014 shares worth $4.23M. The position accounts for 0.75% of the portfolio, ranked #30.

Okabena Investment Services first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.5M in Q3 2022. 1,993 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Okabena Investment Services held 51,014 shares of iShares Core MSCI Emerging Markets ETF worth $4.23M as of Q2 2026.
  • Okabena Investment Services bought 70 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.58K.
  • iShares Core MSCI Emerging Markets ETF made up 0.75% of Okabena Investment Services's portfolio in Q2 2026, its #30 holding.
  • Okabena Investment Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Okabena Investment Services's iShares Core MSCI Emerging Markets ETF position peaked at $11.5M in Q3 2022.
  • 1,993 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.