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Rockbridge Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Rockbridge Investment 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
Q1 		$29.9M Buy
429,197
+12,164
+3% +$878K 2.69% 10
2025
Q4 		$28M Buy
417,033
+28,633
+7% +$1.92M 2.61% 10
2025
Q3 		$25.6M Buy
388,400
+17,428
+5% +$1.09M 2.53% 10
2025
Q2 		$22.3M Buy
370,972
+23,635
+7% +$1.32M 2.39% 10
2025
Q1 		$18.7M Buy
347,337
+10,655
+3% +$574K 2.22% 11
2024
Q4 		$17.6M Buy
336,682
+34,116
+11% +$1.89M 2.25% 10
2024
Q3 		$17.4M Sell
302,566
-32,942
-10% -$1.78M 2.25% 11
2024
Q2 		$18M Buy
335,508
+15,514
+5% +$818K 2.55% 11
2024
Q1 		$16.5M Buy
319,994
+25,099
+9% +$1.26M 2.42% 11
2023
Q4 		$14.9M Buy
294,895
+14,347
+5% +$695K 2.28% 12
2023
Q3 		$13.4M Buy
280,548
+8,529
+3% +$422K 2.36% 10
2023
Q2 		$13.4M Buy
272,019
+20,607
+8% +$1.01M 2.36% 11
2023
Q1 		$12.3M Buy
251,412
+20,351
+9% +$998K 2.26% 12
2022
Q4 		$10.8M Buy
231,061
+2,935
+1% +$133K 2.19% 12
2022
Q3 		$9.8M Buy
228,126
+10,421
+5% +$500K 2.31% 11
2022
Q2 		$10.7M Sell
217,705
-11,489
-5% -$594K 2.32% 10
2022
Q1 		$12.9M Buy
229,194
+26,050
+13% +$1.51M 1.99% 13
2021
Q4 		$12.2M Buy
203,144
+18,096
+10% +$1.12M 1.79% 14
2021
Q3 		$11.4M Buy
185,048
+19,380
+12% +$1.23M 1.89% 13
2021
Q2 		$11.1M Buy
165,668
+18,718
+13% +$1.23M 1.88% 15
2021
Q1 		$9.46M Buy
146,950
+10,439
+8% +$687K 1.79% 17
2020
Q4 		$8.47M Buy
136,511
+14,708
+12% +$848K 1.73% 18
2020
Q3 		$6.43M Buy
121,803
+12,201
+11% +$640K 1.52% 19
2020
Q2 		$5.22M Buy
+109,602
New +$4.89M 1.35% 20

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockbridge Investment Management's IEMG Position: Q1 2026 in Review

Rockbridge Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.9% in Q1 2026, buying an estimated $878K and bringing the position to 429,197 shares worth $29.9M. The position accounts for 2.69% of the portfolio, ranked #10.

Rockbridge Investment Management first reported a position in IEMG in Q2 2020 and has held it in 24 quarters since. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Rockbridge Investment Management held 429,197 shares of iShares Core MSCI Emerging Markets ETF worth $29.9M as of Q1 2026.
  • Rockbridge Investment Management bought 12,164 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $878K.
  • iShares Core MSCI Emerging Markets ETF made up 2.69% of Rockbridge Investment Management's portfolio in Q1 2026, its #10 holding.
  • Rockbridge Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.