SageView Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

SageView Advisory Group’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	$20M	Buy	241,387 +118,996	+97%	+$9.49M	0.66%	19
2026 Q1	$8.54M	Buy	122,391 +18,300	+18%	+$1.32M	0.31%	38
2025 Q4	$7M	Buy	104,091 +12,101	+13%	+$812K	0.24%	55
2025 Q3	$6.06M	Buy	91,990 +13,964	+18%	+$871K	0.21%	59
2025 Q2	$4.76M	Sell	78,026 -11,817	-13%	-$659K	0.18%	61
2025 Q1	$4.85M	Sell	89,843 -30,922	-26%	-$1.66M	0.21%	54
2024 Q4	$6.31M	Buy	120,765 +11,697	+11%	+$648K	0.27%	49
2024 Q3	$6.26M	Sell	109,068 -11,945	-10%	-$647K	0.32%	41
2024 Q2	$6.48M	Buy	+121,013	New	+$6.38M	0.3%	43
2024 Q1	–	Sell	-153,075	Closed	-$7.45M	–	620
2023 Q4	$7.45M	Sell	153,075 -59,508	-28%	-$2.88M	0.32%	47
2023 Q3	$10.1M	Buy	212,583 +12,382	+6%	+$613K	0.58%	28
2023 Q2	$9.87M	Buy	200,201 +18,444	+10%	+$901K	0.55%	29
2023 Q1	$8.87M	Buy	181,757 +18,381	+11%	+$902K	0.57%	30
2022 Q4	$7.63M	Buy	+163,376	New	+$7.43M	0.62%	35

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

SageView Advisory Group's IEMG Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 97% in Q2 2026, buying an estimated $9.49M and bringing the position to 241,387 shares worth $20M. The position accounts for 0.66% of the portfolio, ranked #19.

SageView Advisory Group first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

SageView Advisory Group held 241,387 shares of iShares Core MSCI Emerging Markets ETF worth $20M as of Q2 2026.
SageView Advisory Group bought 118,996 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.49M.
iShares Core MSCI Emerging Markets ETF made up 0.66% of SageView Advisory Group's portfolio in Q2 2026, its #19 holding.
SageView Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.