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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SageView Advisory Group's IEMG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q4 2025, buying an estimated $812K and bringing the position to 104,091 shares worth $7M. The position accounts for 0.24% of the portfolio, ranked #55.

SageView Advisory Group first reported a position in IEMG in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2023. 2,222 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

SageView Advisory Group held 104,091 shares of iShares Core MSCI Emerging Markets ETF worth $7M as of Q4 2025.
SageView Advisory Group bought 12,101 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $812K.
iShares Core MSCI Emerging Markets ETF made up 0.24% of SageView Advisory Group's portfolio in Q4 2025, its #55 holding.
SageView Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $10.1M in Q3 2023.
2,222 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.