Regent Peak Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Regent Peak Wealth Advisors’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	$16.7M	Buy	201,722 +8,162	+4%	+$651K	3.09%	9
2026 Q1	$13.5M	Buy	193,560 +188,403	+3,653%	+$13.6M	2.75%	11
2025 Q4	$347K	Hold	5,157	–	–	0.07%	126
2025 Q3	$340K	Buy	+5,157	New	+$322K	0.07%	123
2025 Q1	$279K	Buy	+5,163	New	+$278K	0.07%	125
2023 Q3	–	Sell	-4,777	Closed	-$235K	–	161
2023 Q2	$235K	Sell	4,777 -1,199	-20%	-$58.6K	0.07%	130
2023 Q1	$292K	Sell	5,976 -425	-7%	-$20.8K	0.09%	111
2022 Q4	$299K	Sell	6,401 -60,765	-90%	-$2.76M	0.1%	117
2022 Q3	$2.89M	Buy	67,166 +5,546	+9%	+$266K	1.02%	22
2022 Q2	$3.02M	Sell	61,620 -9,168	-13%	-$474K	0.99%	21
2022 Q1	$3.93M	Buy	70,788 +161	+0.2%	+$9.3K	1.13%	17
2021 Q4	$4.23M	Buy	70,627 +1,043	+1%	+$64.4K	1.15%	18
2021 Q3	$4.3M	Buy	69,584 +631	+0.9%	+$40.2K	1.23%	19
2021 Q2	$4.36M	Buy	68,953 +7,253	+12%	+$478K	1.22%	19
2021 Q1	$3.97M	Buy	61,700 +1,402	+2%	+$92.2K	1.31%	16
2020 Q4	$3.74M	Buy	60,298 +129	+0.2%	+$7.44K	1.25%	17
2020 Q3	$3.18M	Buy	60,169 +179	+0.3%	+$9.38K	1.35%	16
2020 Q2	$2.86M	Buy	59,990 +2,582	+4%	+$115K	1.29%	18
2020 Q1	$2.32M	Buy	57,408 +5,280	+10%	+$259K	1.29%	18
2019 Q4	$2.8M	Buy	+52,128	New	+$2.69M	1.28%	18

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Regent Peak Wealth Advisors's IEMG Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.2% in Q2 2026, buying an estimated $651K and bringing the position to 201,722 shares worth $16.7M. The position accounts for 3.09% of the portfolio, ranked #9.

Regent Peak Wealth Advisors first reported a position in IEMG in Q4 2019 and has held it in 20 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Regent Peak Wealth Advisors held 201,722 shares of iShares Core MSCI Emerging Markets ETF worth $16.7M as of Q2 2026.
Regent Peak Wealth Advisors bought 8,162 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $651K.
iShares Core MSCI Emerging Markets ETF made up 3.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Regent Peak Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 20 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.