Sweeney & Michel’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sweeney & Michel’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 Q3	$3.73M	Sell	45,973 -2,434	-5%	-$196K	0.99%	21
2026 Q2	$3.87M	Buy	48,407 +245	+0.5%	+$19.5K	1.02%	22
2026 Q1	$3.61M	Sell	48,162 -1,039	-2%	-$75K	1.06%	21
2025 Q4	$3.71M	Sell	49,201 -540	-1%	-$36.2K	1.1%	20
2025 Q3	$3.19M	Sell	49,741 -54,207	-52%	-$3.38M	1.07%	21
2025 Q2	$6.24M	Buy	103,948 +456	+0.4%	+$25.4K	2.22%	11
2025 Q1	$4.94M	Buy	+103,492	New	+$5.57M	2.16%	12
2024 Q3	$5.72M	Buy	99,761 +938	+0.9%	+$50.8K	2.25%	14
2024 Q2	$5.43M	Sell	98,823 -710	-0.7%	-$37.4K	2.32%	12
2024 Q1	$5.37M	Buy	+99,533	New	+$4.98M	2.38%	12
2023 Q3	$4.78M	Sell	99,192 -514	-0.5%	-$25.4K	2.5%	10
2023 Q2	$4.97M	Buy	99,706 +1,995	+2%	+$97.4K	2.56%	11
2023 Q1	$4.85M	Buy	+97,711	New	+$4.79M	2.58%	10

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sweeney & Michel's IEMG Position: Q3 2026 in Review

Sweeney & Michel reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5% in Q3 2026, selling an estimated $196K and leaving 45,973 shares worth $3.73M. The position accounts for 0.99% of the portfolio, ranked #21.

Sweeney & Michel first reported a position in IEMG in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.24M in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Sweeney & Michel held 45,973 shares of iShares Core MSCI Emerging Markets ETF worth $3.73M as of Q3 2026.
Sweeney & Michel sold 2,434 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $196K.
iShares Core MSCI Emerging Markets ETF made up 0.99% of Sweeney & Michel's portfolio in Q3 2026, its #21 holding.
Sweeney & Michel first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core MSCI Emerging Markets ETF position peaked at $6.24M in Q2 2025.
1,163 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.