TAGStone Capital’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

TAGStone Capital’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	$1.22M	Sell	14,983 -300	-2%	-$24.1K	0.37%	53
2026 Q2	$1.27M	Sell	15,283 -183	-1%	-$14.6K	0.4%	49
2026 Q1	$1.08M	Sell	15,466 -504	-3%	-$36.4K	0.38%	48
2025 Q4	$1.07M	Buy	15,970 +176	+1%	+$11.8K	0.4%	49
2025 Q3	$1.04M	Sell	15,794 -2,171	-12%	-$135K	0.41%	50
2025 Q2	$1.1M	Sell	17,965 -153	-0.8%	-$8.54K	0.46%	46
2025 Q1	$978K	Sell	18,118 -1,937	-10%	-$104K	0.48%	45
2024 Q4	$1.05M	Buy	20,055 +276	+1%	+$15.3K	0.52%	39
2024 Q3	$1.14M	Sell	19,779 -137	-0.7%	-$7.42K	0.58%	36
2024 Q2	$1.07M	Sell	19,916 -290	-1%	-$15.3K	0.6%	36
2024 Q1	$1.04M	Sell	20,206 -334	-2%	-$16.7K	0.61%	34
2023 Q4	$1.04M	Buy	20,540 +330	+2%	+$16K	0.68%	32
2023 Q3	$962K	Buy	20,210 +435	+2%	+$21.5K	0.71%	32
2023 Q2	$975K	Sell	19,775 -260	-1%	-$12.7K	0.7%	33
2023 Q1	$978K	Hold	20,035	–	–	0.73%	33
2022 Q4	$936K	Buy	20,035 +586	+3%	+$26.6K	0.77%	34
2022 Q3	$836K	Buy	19,449 +940	+5%	+$45.1K	0.78%	35
2022 Q2	$908K	Buy	18,509 +2,466	+15%	+$127K	0.87%	32
2022 Q1	$891K	Sell	16,043 -1	-0%	-$58	0.75%	31
2021 Q4	$960K	Buy	+16,044	New	+$990K	0.8%	31

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TAGStone Capital's IEMG Position: Q3 2026 in Review

TAGStone Capital reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2% in Q3 2026, selling an estimated $24.1K and leaving 14,983 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #53.

TAGStone Capital first reported a position in IEMG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.27M in Q2 2026. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

TAGStone Capital held 14,983 shares of iShares Core MSCI Emerging Markets ETF worth $1.22M as of Q3 2026.
TAGStone Capital sold 300 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $24.1K.
iShares Core MSCI Emerging Markets ETF made up 0.37% of TAGStone Capital's portfolio in Q3 2026, its #53 holding.
TAGStone Capital first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
TAGStone Capital's iShares Core MSCI Emerging Markets ETF position peaked at $1.27M in Q2 2026.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.