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 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Unique Wealth's IEMG Position: Q2 2026 in Review

Unique Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 28% in Q2 2026, buying an estimated $386K and bringing the position to 21,958 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #70.

Unique Wealth first reported a position in IEMG in Q2 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2025. 858 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Unique Wealth held 21,958 shares of iShares Core MSCI Emerging Markets ETF worth $1.82M as of Q2 2026.
Unique Wealth bought 4,843 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $386K.
iShares Core MSCI Emerging Markets ETF made up 0.21% of Unique Wealth's portfolio in Q2 2026, its #70 holding.
Unique Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 11 quarters since.
Unique Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $13.8M in Q4 2025.
858 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.