Saxon Interests’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Saxon Interests’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	$5.01M	Buy	60,475 +15,734	+35%	+$1.25M	1.38%	16
2026 Q1	$3.12M	Buy	44,741 +39,739	+794%	+$2.87M	1.08%	19
2025 Q4	$336K	Sell	5,002 -74	-1%	-$4.96K	0.12%	158
2025 Q3	$315K	Buy	5,076 +1,131	+29%	+$70.5K	0.12%	152
2025 Q2	$213K	Hold	3,945	–	–	0.1%	170
2025 Q1	$213K	Sell	3,945 -6	-0.2%	-$323	0.1%	170
2024 Q4	$206K	Sell	3,951 -106	-3%	-$5.87K	0.09%	175
2024 Q3	$233K	Buy	4,057 +130	+3%	+$7.04K	0.11%	155
2024 Q2	$210K	Buy	+3,927	New	+$207K	0.1%	161
2024 Q1	–	Sell	-3,968	Closed	-$201K	–	197
2023 Q4	$201K	Buy	+3,968	New	+$192K	0.1%	177
2023 Q3	–	Sell	-4,489	Closed	-$221K	–	110
2023 Q2	$221K	Sell	4,489 -19,288	-81%	-$942K	0.12%	150
2023 Q1	$1.16M	Buy	23,777 +18,584	+358%	+$912K	0.66%	43
2022 Q4	$258K	Sell	5,193 -490	-9%	-$22.3K	0.15%	133
2022 Q3	$256K	Buy	5,683 +113	+2%	+$5.42K	0.16%	127
2022 Q2	$273K	Sell	5,570 -312	-5%	-$16.1K	0.17%	122
2022 Q1	$327K	Sell	5,882 -12	-0.2%	-$693	0.17%	106
2021 Q4	$360K	Buy	+5,894	New	+$364K	0.2%	85

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

Saxon Interests's IEMG Position: Q2 2026 in Review

Saxon Interests increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 35% in Q2 2026, buying an estimated $1.25M and bringing the position to 60,475 shares worth $5.01M. The position accounts for 1.38% of the portfolio, ranked #16.

Saxon Interests first reported a position in IEMG in Q4 2021 and has held it in 17 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Saxon Interests held 60,475 shares of iShares Core MSCI Emerging Markets ETF worth $5.01M as of Q2 2026.
Saxon Interests bought 15,734 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.25M.
iShares Core MSCI Emerging Markets ETF made up 1.38% of Saxon Interests's portfolio in Q2 2026, its #16 holding.
Saxon Interests first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 17 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.