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

SlateStone Wealth’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	$4.1M	Buy	49,483 +3,454	+8%	+$275K	0.31%	78
2026 Q1	$3.21M	Sell	46,029 -359	-0.8%	-$25.9K	0.26%	86
2025 Q4	$3.12M	Buy	46,388 +2,349	+5%	+$158K	0.26%	91
2025 Q3	$2.9M	Buy	44,039 +879	+2%	+$54.8K	0.25%	91
2025 Q2	$2.59M	Sell	43,160 -51	-0.1%	-$2.85K	0.24%	90
2025 Q1	$2.33M	Sell	43,211 -65	-0.2%	-$3.5K	0.23%	91
2024 Q4	$2.26M	Buy	43,276 +3,136	+8%	+$174K	0.22%	94
2024 Q3	$2.3M	Buy	40,140 +10,033	+33%	+$543K	0.21%	95
2024 Q2	$1.61M	Buy	30,107 +970	+3%	+$51.1K	0.17%	111
2024 Q1	$1.5M	Buy	29,137 +1,987	+7%	+$99.5K	0.15%	113
2023 Q4	$1.37M	Buy	27,150 +1,223	+5%	+$59.2K	0.18%	105
2023 Q3	$1.23M	Buy	+25,927	New	+$1.28M	0.18%	106

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SlateStone Wealth's IEMG Position: Q2 2026 in Review

SlateStone Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.5% in Q2 2026, buying an estimated $275K and bringing the position to 49,483 shares worth $4.1M. The position accounts for 0.31% of the portfolio, ranked #78.

SlateStone Wealth first reported a position in IEMG in Q3 2023 and has held it in 12 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

SlateStone Wealth held 49,483 shares of iShares Core MSCI Emerging Markets ETF worth $4.1M as of Q2 2026.
SlateStone Wealth bought 3,454 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $275K.
iShares Core MSCI Emerging Markets ETF made up 0.31% of SlateStone Wealth's portfolio in Q2 2026, its #78 holding.
SlateStone Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.