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

Patron 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 Q2	$574K	Sell	6,923 -550	-7%	-$43.8K	0.22%	109
2026 Q1	$521K	Sell	7,473 -2,456	-25%	-$177K	0.23%	114
2025 Q4	$667K	Sell	9,929 -761	-7%	-$51.1K	0.3%	91
2025 Q3	$705K	Sell	10,690 -40	-0.4%	-$2.5K	0.32%	94
2025 Q2	$644K	Buy	10,730 +1,630	+18%	+$91K	0.32%	91
2025 Q1	$491K	Sell	9,100 -690	-7%	-$37.1K	0.27%	106
2024 Q4	$511K	Sell	9,790 -2,043	-17%	-$113K	0.28%	100
2024 Q3	$679K	Sell	11,833 -3,669	-24%	-$199K	0.38%	78
2024 Q2	$830K	Sell	15,502 -702	-4%	-$37K	0.49%	55
2024 Q1	$836K	Sell	16,204 -6,193	-28%	-$310K	0.51%	52
2023 Q4	$1.13M	Sell	22,397 -1,297	-5%	-$62.8K	0.75%	31
2023 Q3	$1.13M	Buy	23,694 +173	+0.7%	+$8.56K	0.83%	29
2023 Q2	$1.16M	Sell	23,521 -40	-0.2%	-$1.95K	0.82%	30
2023 Q1	$1.15M	Sell	23,561 -303	-1%	-$14.9K	0.85%	28
2022 Q4	$1.11M	Sell	23,864 -739	-3%	-$33.6K	0.84%	27
2022 Q3	$1.06M	Buy	24,603 +930	+4%	+$44.6K	0.88%	25
2022 Q2	$1.16M	Sell	23,673 -284	-1%	-$14.7K	0.92%	25
2022 Q1	$1.33M	Buy	23,957 +5,123	+27%	+$296K	0.91%	21
2021 Q4	$1.13M	Buy	18,834 +2,358	+14%	+$145K	0.74%	30
2021 Q3	$1.02M	Buy	16,476 +1,531	+10%	+$97.5K	0.75%	31
2021 Q2	$1M	Buy	14,945 +6,793	+83%	+$448K	0.75%	27
2021 Q1	$524K	Buy	8,152 +3,913	+92%	+$257K	0.44%	66
2020 Q4	$263K	Buy	+4,239	New	+$244K	0.25%	103

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patron Partners's IEMG Position: Q2 2026 in Review

Patron Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.4% in Q2 2026, selling an estimated $43.8K and leaving 6,923 shares worth $574K. The position accounts for 0.22% of the portfolio, ranked #109.

Patron Partners first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q1 2022. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Patron Partners held 6,923 shares of iShares Core MSCI Emerging Markets ETF worth $574K as of Q2 2026.
Patron Partners sold 550 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $43.8K.
iShares Core MSCI Emerging Markets ETF made up 0.22% of Patron Partners's portfolio in Q2 2026, its #109 holding.
Patron Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Patron Partners's iShares Core MSCI Emerging Markets ETF position peaked at $1.33M in Q1 2022.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.