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

Twele Capital 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 Q2	$17M	Sell	205,491 -15,632	-7%	-$1.25M	2.78%	14
2026 Q1	$15.4M	Sell	221,123 -14,388	-6%	-$1.04M	2.75%	14
2025 Q4	$15.8M	Buy	235,511 +270	+0.1%	+$18.1K	2.83%	14
2025 Q3	$15.5M	Buy	235,241 +1,486	+0.6%	+$92.7K	2.86%	14
2025 Q2	$14M	Buy	233,755 +4,752	+2%	+$265K	2.78%	14
2025 Q1	$12.4M	Buy	229,003 +323	+0.1%	+$17.4K	2.62%	15
2024 Q4	$11.9M	Buy	228,680 +5,442	+2%	+$301K	2.53%	15
2024 Q3	$12.8M	Buy	223,238 +3,259	+1%	+$176K	2.69%	14
2024 Q2	$11.8M	Sell	219,979 -3,575	-2%	-$189K	2.67%	15
2024 Q1	$11.5M	Sell	223,554 -498,898	-69%	-$25M	2.61%	15
2023 Q4	$36.5M	Sell	722,452 -30,070	-4%	-$1.46M	5.87%	6
2023 Q3	$35.8M	Sell	752,522 -37,915	-5%	-$1.88M	6.14%	6
2023 Q2	$39M	Buy	790,437 +8,338	+1%	+$407K	6.28%	6
2023 Q1	$38.2M	Sell	782,099 -53,499	-6%	-$2.62M	6.24%	5
2022 Q4	$39M	Sell	835,598 -30,225	-3%	-$1.37M	6.4%	5
2022 Q3	$37.2M	Buy	865,823 +142,675	+20%	+$6.84M	6.43%	5
2022 Q2	$35.5M	Sell	723,148 -37,973	-5%	-$1.96M	5.59%	6
2022 Q1	$42.3M	Buy	761,121 +1,617	+0.2%	+$93.4K	5.73%	6
2021 Q4	$45.5M	Buy	759,504 +56,471	+8%	+$3.48M	5.74%	6
2021 Q3	$43.4M	Buy	703,033 +203,535	+41%	+$13M	5.72%	6
2021 Q2	$33.5M	Sell	499,498 -13,007	-3%	-$857K	5.19%	7
2021 Q1	$33M	Buy	512,505 +476,657	+1,330%	+$31.4M	5.28%	7
2020 Q4	$2.22M	Sell	35,848 -3,651	-9%	-$210K	0.4%	26
2020 Q3	$2.09M	Buy	39,499 +289	+0.7%	+$15.2K	0.4%	27
2020 Q2	$1.87M	Buy	39,210 +10,339	+36%	+$461K	0.37%	26
2020 Q1	$1.17M	Buy	28,871 +3,804	+15%	+$187K	0.26%	31
2019 Q4	$1.35M	Buy	25,067 +798	+3%	+$41.1K	0.25%	30
2019 Q3	$1.19M	Hold	24,269	–	–	0.23%	29
2019 Q2	$1.25M	Buy	24,269 +50	+0.2%	+$2.56K	0.25%	29
2019 Q1	$1.25M	Buy	24,219 +861	+4%	+$43.6K	0.27%	28
2018 Q4	$1.1M	Buy	23,358 +4,200	+22%	+$203K	0.26%	29
2018 Q3	$992K	Buy	19,158 +1,305	+7%	+$68.1K	0.23%	30
2018 Q2	$937K	Buy	17,853 +535	+3%	+$30K	0.22%	29
2018 Q1	$1.01M	Sell	17,318 -700	-4%	-$41.4K	0.23%	29
2017 Q4	$1.02M	Hold	18,018	–	–	0.23%	29
2017 Q3	$973K	Buy	18,018 +138	+0.8%	+$7.32K	0.23%	28
2017 Q2	$895K	Hold	17,880	–	–	0.22%	28
2017 Q1	$854K	Hold	17,880	–	–	0.22%	31
2016 Q4	$759K	Hold	17,880	–	–	0.2%	32
2016 Q3	$816K	Buy	17,880 +243	+1%	+$10.8K	0.22%	32
2016 Q2	$738K	Buy	17,637 +4,670	+36%	+$191K	0.21%	32
2016 Q1	$540K	Buy	+12,967	New	+$490K	0.16%	32
2015 Q4	–	Sell	-23,549	Closed	-$939K	–	52
2015 Q3	$939K	Buy	+23,549	New	+$1.01M	0.28%	44
2014 Q2	–	Sell	-39,500	Closed	-$1.94M	–	62
2014 Q1	$1.94M	Hold	39,500	–	–	0.59%	35
2013 Q4	$1.97M	Hold	39,500	–	–	0.62%	34
2013 Q3	$1.92M	Buy	+39,500	New	+$1.86M	0.63%	34

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NYU

New York University New York $128M AUM

Twele Capital Management's IEMG Position: Q2 2026 in Review

Twele Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.1% in Q2 2026, selling an estimated $1.25M and leaving 205,491 shares worth $17M. The position accounts for 2.78% of the portfolio, ranked #14.

Twele Capital Management first reported a position in IEMG in Q3 2013 and has held it in 46 quarters since. The position peaked at $45.5M in Q4 2021. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Twele Capital Management held 205,491 shares of iShares Core MSCI Emerging Markets ETF worth $17M as of Q2 2026.
Twele Capital Management sold 15,632 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.25M.
iShares Core MSCI Emerging Markets ETF made up 2.78% of Twele Capital Management's portfolio in Q2 2026, its #14 holding.
Twele Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2013 and has held it in 46 quarters since.
Twele Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $45.5M in Q4 2021.
471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.