One Charles Private Wealth Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

One Charles Private Wealth 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	$304K	Sell	3,674 -52,112	-93%	-$4.15M	0.07%	132
2026 Q1	$3.89M	Buy	55,786 +50,065	+875%	+$3.61M	0.97%	19
2025 Q4	$385K	Hold	5,721	–	–	0.1%	106
2025 Q3	$377K	Hold	5,721	–	–	0.1%	105
2025 Q2	$343K	Sell	5,721 -94	-2%	-$5.25K	0.1%	104
2025 Q1	$314K	Buy	5,815 +94	+2%	+$5.06K	0.1%	104
2024 Q4	$299K	Hold	5,721	–	–	0.1%	108
2024 Q3	$328K	Hold	5,721	–	–	0.12%	110
2024 Q2	$306K	Hold	5,721	–	–	0.13%	108
2024 Q1	$295K	Hold	5,721	–	–	0.13%	111
2023 Q4	$289K	Buy	+5,721	New	+$277K	0.15%	106

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NYU

New York University New York $128M AUM

One Charles Private Wealth Services's IEMG Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 93% in Q2 2026, selling an estimated $4.15M and leaving 3,674 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #132.

One Charles Private Wealth Services first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.89M in Q1 2026. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

One Charles Private Wealth Services held 3,674 shares of iShares Core MSCI Emerging Markets ETF worth $304K as of Q2 2026.
One Charles Private Wealth Services sold 52,112 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.15M.
iShares Core MSCI Emerging Markets ETF made up 0.07% of One Charles Private Wealth Services's portfolio in Q2 2026, its #132 holding.
One Charles Private Wealth Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
One Charles Private Wealth Services's iShares Core MSCI Emerging Markets ETF position peaked at $3.89M in Q1 2026.
471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.