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 Q3	$3.47M	Sell	42,796 -17,679	-29%	-$1.42M	1.2%	15
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Saxon Interests's IEMG Position: Q3 2026 in Review

Saxon Interests reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 29% in Q3 2026, selling an estimated $1.42M and leaving 42,796 shares worth $3.47M. The position accounts for 1.2% of the portfolio, ranked #15.

Saxon Interests first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.01M in Q2 2026. 2,042 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Saxon Interests held 42,796 shares of iShares Core MSCI Emerging Markets ETF worth $3.47M as of Q3 2026.
Saxon Interests sold 17,679 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.42M.
iShares Core MSCI Emerging Markets ETF made up 1.2% of Saxon Interests's portfolio in Q3 2026, its #15 holding.
Saxon Interests first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
Saxon Interests's iShares Core MSCI Emerging Markets ETF position peaked at $5.01M in Q2 2026.
2,042 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.