Sage Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sage Advisory Services’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	$8.59M	Sell	103,630 -2,471	-2%	-$197K	4.22%	7
2026 Q1	$7.4M	Buy	106,101 +22,899	+28%	+$1.65M	4.05%	7
2025 Q4	$5.59M	Sell	83,202 -2,642	-3%	-$177K	3.05%	10
2025 Q3	$5.66M	Sell	85,844 -3,037	-3%	-$189K	2.97%	14
2025 Q2	$5.34M	Sell	88,881 -4,416	-5%	-$246K	2.91%	13
2025 Q1	$5.04M	Buy	93,297 +6,416	+7%	+$345K	2.96%	13
2024 Q4	$4.54M	Sell	86,881 -186,151	-68%	-$10.3M	2.69%	13
2024 Q3	$14.6M	Hold	273,032	–	–	4.1%	9
2024 Q2	$14.6M	Sell	273,032 -6,326	-2%	-$334K	4.1%	9
2024 Q1	$14.4M	Sell	279,358 -8,510	-3%	-$426K	3.94%	10
2023 Q4	$14.6M	Buy	287,868 +1,632	+0.6%	+$79.1K	3.9%	8
2023 Q3	$13.6M	Buy	286,236 +23,379	+9%	+$1.16M	3.81%	7
2023 Q2	$13M	Buy	262,857 +131,266	+100%	+$6.41M	3.78%	8
2023 Q1	$6.42M	Sell	131,591 -5,359	-4%	-$263K	1.82%	18
2022 Q4	$6.4M	Buy	+136,950	New	+$6.23M	1.87%	17
2021 Q1	–	Sell	-193,100	Closed	-$12M	–	53
2020 Q4	$12M	Sell	193,100 -20,469	-10%	-$1.18M	3.16%	10
2020 Q3	$11.3M	Buy	+213,569	New	+$11.2M	3.71%	6
2020 Q2	–	Sell	-262,901	Closed	-$10.7M	–	53
2020 Q1	$10.7M	Buy	262,901 +51,316	+24%	+$2.52M	4.1%	8
2019 Q4	$11.4M	Sell	211,585 -4,059	-2%	-$209K	3.6%	11
2019 Q3	$10.6M	Sell	215,644 -241,435	-53%	-$12M	3.46%	11
2019 Q2	$23.5M	Sell	457,079 -659,007	-59%	-$33.7M	6.9%	5
2019 Q1	$57.7M	Sell	1,116,086 -393,691	-26%	-$19.9M	5.53%	4
2018 Q4	$71.2M	Sell	1,509,777 -198,658	-12%	-$9.6M	7.43%	4
2018 Q3	$88.5M	Buy	1,708,435 +657,112	+63%	+$34.3M	8.44%	3
2018 Q2	$55.2M	Sell	1,051,323 -142,031	-12%	-$7.96M	5.44%	6
2018 Q1	$69.6M	Buy	1,193,354 +728,889	+157%	+$43.1M	6.98%	3
2017 Q4	$26.4M	Buy	+464,465	New	+$25.9M	2.65%	11

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Sage Advisory Services's IEMG Position: Q2 2026 in Review

Sage Advisory Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.3% in Q2 2026, selling an estimated $197K and leaving 103,630 shares worth $8.59M. The position accounts for 4.22% of the portfolio, ranked #7.

Sage Advisory Services first reported a position in IEMG in Q4 2017 and has held it in 27 quarters since. The position peaked at $88.5M in Q3 2018. 1,175 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Sage Advisory Services held 103,630 shares of iShares Core MSCI Emerging Markets ETF worth $8.59M as of Q2 2026.
Sage Advisory Services sold 2,471 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $197K.
iShares Core MSCI Emerging Markets ETF made up 4.22% of Sage Advisory Services's portfolio in Q2 2026, its #7 holding.
Sage Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 27 quarters since.
Sage Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $88.5M in Q3 2018.
1,175 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.