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Roger Wittlin Investment Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Roger Wittlin Investment Advisory’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 		$972K Buy
+11,738
New +$936K 0.76% 23
2022
Q1 		– Sell
-1,848
Closed -$110K – 26
2021
Q4 		$110K Buy
+1,848
New +$114K 0.09% 24

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
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
NYU
New York University New York $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Roger Wittlin Investment Advisory's IEMG Position: Q2 2026 in Review

Roger Wittlin Investment Advisory opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 11,738 shares worth $972K. The stake represents 0.76% of the portfolio and ranks #23 among its holdings. This is a return to the name: Roger Wittlin Investment Advisory previously reported a position in IEMG as recently as Q4 2021.

Roger Wittlin Investment Advisory first reported a position in IEMG in Q4 2021 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Roger Wittlin Investment Advisory held 11,738 shares of iShares Core MSCI Emerging Markets ETF worth $972K as of Q2 2026.
  • iShares Core MSCI Emerging Markets ETF was a new Roger Wittlin Investment Advisory position in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.76% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #23 holding.
  • Roger Wittlin Investment Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.