SHIM
IEMG icon

Stone House Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Stone House Investment Management’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
Q1 		$31.3M Sell
448,381
-35,713
-7% -$2.58M 5.6% 6
2025
Q4 		$32.5M Buy
484,094
+99,079
+26% +$6.65M 5.05% 8
2025
Q3 		$25.4M Buy
385,015
+43,721
+13% +$2.73M 4.28% 11
2025
Q2 		$20.5M Buy
341,294
+172,840
+103% +$9.64M 3.77% 11
2025
Q1 		$9.09M Buy
168,454
+95,381
+131% +$5.13M 1.84% 17
2024
Q4 		$3.82M Sell
73,073
-13,163
-15% -$729K 0.97% 21
2024
Q3 		$4.95M Sell
86,236
-46,107
-35% -$2.5M 1.02% 20
2024
Q2 		$7.08M Buy
132,343
+64,098
+94% +$3.38M 1.84% 15
2024
Q1 		$3.52M Sell
68,245
-17,505
-20% -$877K 0.83% 21
2023
Q4 		$4.34M Sell
85,750
-37,213
-30% -$1.8M 1.5% 16
2023
Q3 		$5.85M Sell
122,963
-85,463
-41% -$4.23M 2.04% 13
2023
Q2 		$10.3M Buy
208,426
+5,814
+3% +$284K 3.72% 8
2023
Q1 		$9.89M Buy
+202,612
New +$9.94M 3.34% 10
2020
Q2 		– Sell
-58,589
Closed -$2.37M – 35
2020
Q1 		$2.37M Buy
+58,589
New +$2.88M 1.39% 20
2019
Q4 		– Sell
-122,401
Closed -$6M – 32
2019
Q3 		$6M Buy
122,401
+3,631
+3% +$180K 2.99% 10
2019
Q2 		$6.11M Buy
118,770
+35,217
+42% +$1.8M 3.19% 9
2019
Q1 		$4.32M Buy
83,553
+1,753
+2% +$88.8K 2.25% 15
2018
Q4 		$3.86M Sell
81,800
-25,616
-24% -$1.24M 2.44% 13
2018
Q3 		$5.56M Sell
107,416
-16,532
-13% -$863K 3.19% 12
2018
Q2 		$6.51M Sell
123,948
-28,232
-19% -$1.58M 4.15% 8
2018
Q1 		$8.89M Sell
152,180
-51,564
-25% -$3.05M 5.77% 4
2017
Q4 		$11.6M Buy
203,744
+53,137
+35% +$2.97M 7.85% 3
2017
Q3 		$8.14M Buy
150,607
+319
+0.2% +$16.9K 5.79% 5
2017
Q2 		$7.52M Buy
150,288
+48,304
+47% +$2.38M 5.4% 6
2017
Q1 		$4.87M Buy
101,984
+42,017
+70% +$1.94M 3.65% 9
2016
Q4 		$2.55M Buy
+59,967
New +$2.63M 2.14% 16

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stone House Investment Management's IEMG Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.4% in Q1 2026, selling an estimated $2.58M and leaving 448,381 shares worth $31.3M. The position accounts for 5.6% of the portfolio, ranked #6.

Stone House Investment Management first reported a position in IEMG in Q4 2016 and has held it in 26 quarters since. The position peaked at $32.5M in Q4 2025. 2,286 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Stone House Investment Management held 448,381 shares of iShares Core MSCI Emerging Markets ETF worth $31.3M as of Q1 2026.
  • Stone House Investment Management sold 35,713 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.58M.
  • iShares Core MSCI Emerging Markets ETF made up 5.6% of Stone House Investment Management's portfolio in Q1 2026, its #6 holding.
  • Stone House Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2016 and has held it in 26 quarters since.
  • Stone House Investment Management's iShares Core MSCI Emerging Markets ETF position peaked at $32.5M in Q4 2025.
  • 2,286 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.