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Sax Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sax Wealth Advisors’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 		$2.2M Buy
31,527
+25,306
+407% +$2.02M 0.09% 141
2026
Q1 		$418K Sell
6,221
-58
-0.9% -$4.19K 0.02% 320
2025
Q4 		$422K Sell
6,279
-116
-2% -$7.78K 0.02% 326
2025
Q3 		$422K Sell
6,395
-281
-4% -$17.5K 0.02% 302
2025
Q2 		$401K Buy
+6,676
New +$373K 0.02% 288

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sax Wealth Advisors's IEMG Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 407% in Q2 2026, buying an estimated $2.02M and bringing the position to 31,527 shares worth $2.2M. The position accounts for 0.09% of the portfolio, ranked #141.

Sax Wealth Advisors first reported a position in IEMG in Q2 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Sax Wealth Advisors held 31,527 shares of iShares Core MSCI Emerging Markets ETF worth $2.2M as of Q2 2026.
  • Sax Wealth Advisors bought 25,306 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.02M.
  • iShares Core MSCI Emerging Markets ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Sax Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.