Shelter Insurance Retirement Plan’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Shelter Insurance Retirement Plan’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	$12.3M	Hold	148,902	–	–	12.25%	3
2026 Q1	$10.4M	Hold	148,902	–	–	11.56%	3
2025 Q4	$10M	Hold	148,902	–	–	10.82%	3
2025 Q3	$9.82M	Hold	148,902	–	–	10.85%	3
2025 Q2	$8.94M	Hold	148,902	–	–	10.47%	3
2025 Q1	$8.04M	Hold	148,902	–	–	10.4%	3
2024 Q4	$7.78M	Hold	148,902	–	–	9.97%	3
2024 Q3	$8.52M	Hold	148,902	–	–	10.55%	3
2024 Q2	$7.97M	Hold	148,902	–	–	10.63%	3
2024 Q1	$7.68M	Sell	148,902 -67,480	-31%	-$3.38M	10.49%	3
2023 Q4	$10.9M	Sell	216,382 -23,018	-10%	-$1.11M	10.65%	3
2023 Q3	$11.4M	Hold	239,400	–	–	11.06%	3
2023 Q2	$11.8M	Sell	239,400 -33,134	-12%	-$1.62M	11.05%	3
2023 Q1	$13.3M	Sell	272,534 -26,487	-9%	-$1.3M	11.98%	3
2022 Q4	$14M	Sell	299,021 -108,559	-27%	-$4.94M	12.33%	3
2022 Q3	$17.5M	Hold	407,580	–	–	12.61%	3
2022 Q2	$20M	Hold	407,580	–	–	13.27%	3
2022 Q1	$22.6M	Hold	407,580	–	–	12.74%	3
2021 Q4	$24.4M	Hold	407,580	–	–	12.93%	3
2021 Q3	$25.2M	Buy	407,580 +80,200	+24%	+$5.11M	14.16%	3
2021 Q2	$21.9M	Buy	+327,380	New	+$21.6M	12.6%	3
2019 Q3	–	Sell	-90,500	Closed	-$4.66M	–	21
2019 Q2	$4.66M	Hold	90,500	–	–	2.34%	19
2019 Q1	$4.68M	Hold	90,500	–	–	2.41%	20
2018 Q4	$4.27M	Sell	90,500 -6,800	-7%	-$329K	2.39%	20
2018 Q3	$5.04M	Hold	97,300	–	–	2.33%	19
2018 Q2	$5.11M	Hold	97,300	–	–	2.45%	19
2018 Q1	$5.68M	Buy	97,300 +8,300	+9%	+$491K	2.64%	18
2017 Q4	$5.06M	Buy	89,000 +13,400	+18%	+$748K	2.23%	23
2017 Q3	$4.08M	Buy	75,600 +34,200	+83%	+$1.81M	1.9%	25
2017 Q2	$2.07M	Buy	41,400 +4,900	+13%	+$242K	0.97%	36
2017 Q1	$1.74M	Buy	36,500 +5,300	+17%	+$244K	0.77%	39
2016 Q4	$1.32M	Hold	31,200	–	–	0.6%	40
2016 Q3	$1.42M	Buy	+31,200	New	+$1.39M	0.65%	40

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

Shelter Insurance Retirement Plan's IEMG Position: Q2 2026 in Review

Shelter Insurance Retirement Plan held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 148,902 shares worth $12.3M. The position accounts for 12.25% of the portfolio, ranked #3.

Shelter Insurance Retirement Plan first reported a position in IEMG in Q3 2016 and has held it in 33 quarters since. The position peaked at $25.2M in Q3 2021. 2,400 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Shelter Insurance Retirement Plan held 148,902 shares of iShares Core MSCI Emerging Markets ETF worth $12.3M as of Q2 2026.
Shelter Insurance Retirement Plan left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 12.25% of Shelter Insurance Retirement Plan's portfolio in Q2 2026, its #3 holding.
Shelter Insurance Retirement Plan first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 33 quarters since.
Shelter Insurance Retirement Plan's iShares Core MSCI Emerging Markets ETF position peaked at $25.2M in Q3 2021.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2026, filed 11 Aug 2026.