Stokes Family Office’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stokes Family Office’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	$2.9M	Sell	35,010 -7,347	-17%	-$586K	0.34%	76
2026 Q1	$2.95M	Buy	42,357 +2,807	+7%	+$203K	0.3%	82
2025 Q4	$2.66M	Buy	39,550 +2,639	+7%	+$177K	0.24%	83
2025 Q3	$2.43M	Sell	36,911 -44	-0.1%	-$2.74K	0.23%	86
2025 Q2	$2.22M	Buy	36,955 +8,620	+30%	+$481K	0.23%	83
2025 Q1	$1.53M	Sell	28,335 -340	-1%	-$18.3K	0.17%	100
2024 Q4	$1.5M	Sell	28,675 -1,085	-4%	-$60.1K	0.16%	100
2024 Q3	$1.71M	Sell	29,760 -921	-3%	-$49.9K	0.19%	93
2024 Q2	$1.64M	Sell	30,681 -187	-0.6%	-$9.86K	0.19%	94
2024 Q1	$1.59M	Sell	30,868 -9,820	-24%	-$492K	0.2%	93
2023 Q4	$2.06M	Sell	40,688 -40,090	-50%	-$1.94M	0.28%	79
2023 Q3	$3.84M	Sell	80,778 -5,687	-7%	-$281K	0.45%	55
2023 Q2	$4.26M	Sell	86,465 -1,586	-2%	-$77.5K	0.49%	43
2023 Q1	$4.3M	Buy	88,051 +5,604	+7%	+$275K	0.54%	40
2022 Q4	$3.85M	Sell	82,447 -23,960	-23%	-$1.09M	0.5%	47
2022 Q3	$4.57M	Sell	106,407 -4,737	-4%	-$227K	0.65%	33
2022 Q2	$5.45M	Sell	111,144 -8,109	-7%	-$419K	0.74%	31
2022 Q1	$6.62M	Buy	119,253 +3,520	+3%	+$203K	0.88%	27
2021 Q4	$6.93M	Sell	115,733 -3,454	-3%	-$213K	0.86%	30
2021 Q3	$7.36M	Sell	119,187 -3,977	-3%	-$253K	1.02%	26
2021 Q2	$8.25M	Buy	123,164 +424	+0.3%	+$27.9K	1.17%	21
2021 Q1	$7.85M	Sell	122,740 -886	-0.7%	-$58.3K	1.22%	19
2020 Q4	$7.67M	Buy	123,626 +5,215	+4%	+$301K	1.51%	15
2020 Q3	$6.25M	Buy	118,411 +1,022	+0.9%	+$53.6K	1.42%	16
2020 Q2	$5.59M	Sell	117,389 -21,187	-15%	-$946K	1.41%	16
2020 Q1	$5.61M	Sell	138,576 -9,094	-6%	-$447K	1.5%	16
2019 Q4	$7.88M	Buy	+147,670	New	+$7.61M	1.75%	15

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

Stokes Family Office's IEMG Position: Q2 2026 in Review

Stokes Family Office reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 17% in Q2 2026, selling an estimated $586K and leaving 35,010 shares worth $2.9M. The position accounts for 0.34% of the portfolio, ranked #76.

Stokes Family Office first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.25M in Q2 2021. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Stokes Family Office held 35,010 shares of iShares Core MSCI Emerging Markets ETF worth $2.9M as of Q2 2026.
Stokes Family Office sold 7,347 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $586K.
iShares Core MSCI Emerging Markets ETF made up 0.34% of Stokes Family Office's portfolio in Q2 2026, its #76 holding.
Stokes Family Office first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's iShares Core MSCI Emerging Markets ETF position peaked at $8.25M in Q2 2021.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.