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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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. 2,285 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.
2,285 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.