Unique Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Unique Wealth’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	$2.42M	Buy	29,838 +7,880	+36%	+$634K	0.28%	63
2026 Q2	$1.82M	Buy	21,958 +4,843	+28%	+$386K	0.21%	70
2026 Q1	$1.19M	Sell	17,115 -187,587	-92%	-$13.5M	0.17%	78
2025 Q4	$13.8M	Buy	204,702 +22,898	+13%	+$1.54M	1.92%	14
2025 Q3	$12M	Buy	181,804 +35,559	+24%	+$2.22M	1.76%	14
2025 Q2	$8.78M	Buy	146,245 +5,819	+4%	+$325K	1.42%	16
2025 Q1	$7.58M	Buy	140,426 +125,099	+816%	+$6.73M	1.43%	16
2024 Q4	$800K	Buy	+15,327	New	+$849K	0.17%	74
2024 Q3	–	Sell	-3,769	Closed	-$202K	–	122
2024 Q2	$202K	Buy	+3,769	New	+$199K	0.05%	90
2024 Q1	–	Sell	-4,190	Closed	-$212K	–	88
2023 Q4	$212K	Sell	4,190 -1,091	-21%	-$52.8K	0.07%	79
2023 Q3	$251K	Buy	5,281 +160	+3%	+$7.92K	0.1%	72
2023 Q2	$252K	Buy	+5,121	New	+$250K	0.11%	66

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

Unique Wealth's IEMG Position: Q3 2026 in Review

Unique Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 36% in Q3 2026, buying an estimated $634K and bringing the position to 29,838 shares worth $2.42M. The position accounts for 0.28% of the portfolio, ranked #63.

Unique Wealth first reported a position in IEMG in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q4 2025. 1,144 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Unique Wealth held 29,838 shares of iShares Core MSCI Emerging Markets ETF worth $2.42M as of Q3 2026.
Unique Wealth bought 7,880 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $634K.
iShares Core MSCI Emerging Markets ETF made up 0.28% of Unique Wealth's portfolio in Q3 2026, its #63 holding.
Unique Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
Unique Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $13.8M in Q4 2025.
1,144 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.