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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.7M Buy
141,499
+14,945
+12% +$1.19M 2.83% 7
2026
Q1
$8.83M Sell
126,554
-23,297
-16% -$1.68M 2.89% 8
2025
Q4
$10.1M Buy
149,851
+28,912
+24% +$1.94M 3.57% 7
2025
Q3
$7.97M Buy
120,939
+57,481
+91% +$3.59M 3.04% 9
2025
Q2
$3.81M Buy
63,458
+52,297
+469% +$2.92M 2.3% 11
2025
Q1
$602K Buy
11,161
+4,371
+64% +$235K 0.25% 65
2024
Q4
$355K Buy
+6,790
New +$376K 0.15% 86

Other funds holding IEMG

Synergy Investment Management's IEMG Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q2 2026, buying an estimated $1.19M and bringing the position to 141,499 shares worth $11.7M. The position accounts for 2.83% of the portfolio, ranked #7.

Synergy Investment Management first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Synergy Investment Management held 141,499 shares of iShares Core MSCI Emerging Markets ETF worth $11.7M as of Q2 2026.
  • Synergy Investment Management bought 14,945 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.19M.
  • iShares Core MSCI Emerging Markets ETF made up 2.83% of Synergy Investment Management's portfolio in Q2 2026, its #7 holding.
  • Synergy Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.