Robertson Stephens Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Robertson Stephens Wealth Management’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	$125M	Sell	1,507,188 -178,616	-11%	-$14.2M	3.07%	6
2026 Q1	$118M	Buy	1,685,804 +295,734	+21%	+$21.3M	3.29%	5
2025 Q4	$93.4M	Buy	1,390,070 +105,443	+8%	+$7.07M	2.44%	9
2025 Q3	$84.7M	Buy	1,284,627 +39,170	+3%	+$2.44M	2.56%	8
2025 Q2	$74.7M	Sell	1,245,457 -75,748	-6%	-$4.23M	2.38%	9
2025 Q1	$71.3M	Buy	1,321,205 +147,203	+13%	+$7.92M	2.45%	9
2024 Q4	$61.3M	Buy	1,174,002 +212,729	+22%	+$11.8M	2.17%	8
2024 Q3	$55.2M	Buy	961,273 +366,742	+62%	+$19.9M	2%	7
2024 Q2	$31.8M	Buy	594,531 +45,418	+8%	+$2.39M	1.6%	10
2024 Q1	$28.3M	Buy	549,113 +70,749	+15%	+$3.54M	1.5%	15
2023 Q4	$24.2M	Sell	478,364 -16,859	-3%	-$817K	1.47%	16
2023 Q3	$23.6M	Sell	495,223 -82,452	-14%	-$4.08M	1.59%	12
2023 Q2	$28.5M	Buy	577,675 +39,816	+7%	+$1.94M	2.01%	10
2023 Q1	$26.2M	Buy	537,859 +163,177	+44%	+$8M	2.02%	6
2022 Q4	$17.5M	Buy	374,682 +160,775	+75%	+$7.31M	1.7%	10
2022 Q3	$9.19M	Sell	213,907 -28,327	-12%	-$1.36M	0.96%	24
2022 Q2	$11.9M	Buy	242,234 +69,125	+40%	+$3.57M	1.12%	21
2022 Q1	$9.62M	Buy	173,109 +6,870	+4%	+$397K	0.81%	25
2021 Q4	$9.95M	Sell	166,239 -16,049	-9%	-$990K	0.84%	24
2021 Q3	$11.3M	Buy	182,288 +50,971	+39%	+$3.24M	1.27%	19
2021 Q2	$8.8M	Sell	131,317 -56,987	-30%	-$3.75M	1.06%	20
2021 Q1	$12.1M	Buy	188,304 +22,818	+14%	+$1.5M	1.94%	12
2020 Q4	$10.3M	Sell	165,486 -49,238	-23%	-$2.84M	2.15%	12
2020 Q3	$11.3M	Buy	214,724 +104,466	+95%	+$5.48M	2.79%	9
2020 Q2	$5.25M	Buy	110,258 +28,330	+35%	+$1.26M	1.51%	18
2020 Q1	$3.32M	Buy	81,928 +77,383	+1,703%	+$3.8M	1.13%	21
2019 Q4	$244K	Sell	4,545 -15,050	-77%	-$776K	0.12%	95
2019 Q3	$961K	Buy	19,595 +7,607	+63%	+$377K	0.49%	47
2019 Q2	$617K	Sell	11,988 -101,071	-89%	-$5.17M	0.6%	35
2019 Q1	$5.85M	Buy	113,059 +27,183	+32%	+$1.38M	5%	6
2018 Q4	$4.05M	Buy	+85,876	New	+$4.15M	4.05%	7

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

Robertson Stephens Wealth Management's IEMG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q2 2026, selling an estimated $14.2M and leaving 1,507,188 shares worth $125M. The position accounts for 3.07% of the portfolio, ranked #6.

Robertson Stephens Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 31 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Robertson Stephens Wealth Management held 1,507,188 shares of iShares Core MSCI Emerging Markets ETF worth $125M as of Q2 2026.
Robertson Stephens Wealth Management sold 178,616 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $14.2M.
iShares Core MSCI Emerging Markets ETF made up 3.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #6 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.