Shared Vision Wealth Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.69M Sell
56,564
-26,398
-32% -$2.1M 1.61% 13
2026
Q1
$5.79M Sell
82,962
-3,291
-4% -$238K 2.36% 11
2025
Q4
$6.26M Buy
86,253
+13,563
+19% +$910K 2.54% 12
2025
Q3
$4.87M Buy
72,690
+15,850
+28% +$989K 2.06% 15
2025
Q2
$3.43M Buy
56,840
+20,072
+55% +$1.12M 1.71% 16
2025
Q1
$1.98M Buy
36,768
+12,488
+51% +$672K 1.08% 19
2024
Q4
$1.27M Buy
24,280
+704
+3% +$39K 0.67% 24
2024
Q3
$1.35M Sell
23,576
-12,704
-35% -$688K 0.72% 23
2024
Q2
$1.94M Buy
36,280
+17,575
+94% +$927K 1.13% 19
2024
Q1
$965K Sell
18,705
-11,468
-38% -$574K 0.6% 26
2023
Q4
$1.53M Buy
+30,173
New +$1.46M 1.02% 20

Other funds holding IEMG

Shared Vision Wealth Group's IEMG Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 32% in Q2 2026, selling an estimated $2.1M and leaving 56,564 shares worth $4.69M. The position accounts for 1.61% of the portfolio, ranked #13.

Shared Vision Wealth Group first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Shared Vision Wealth Group held 56,564 shares of iShares Core MSCI Emerging Markets ETF worth $4.69M as of Q2 2026.
  • Shared Vision Wealth Group sold 26,398 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.1M.
  • iShares Core MSCI Emerging Markets ETF made up 1.61% of Shared Vision Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Shared Vision Wealth Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Shared Vision Wealth Group's iShares Core MSCI Emerging Markets ETF position peaked at $6.26M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.