Valeo Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Valeo Financial Advisors’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	$245M	Buy	3,067,830 +110,846	+4%	+$8.84M	5.18%	3
2026 Q1	$206M	Buy	2,956,984 +26,754	+0.9%	+$1.93M	4.93%	4
2025 Q4	$197M	Sell	2,930,230 -31,742	-1%	-$2.13M	4.38%	4
2025 Q3	$195M	Buy	2,961,972 +53,965	+2%	+$3.37M	4.45%	4
2025 Q2	$175M	Buy	2,908,007 +60,325	+2%	+$3.37M	4.29%	4
2025 Q1	$154M	Buy	2,847,682 +129,948	+5%	+$7M	4.28%	4
2024 Q4	$142M	Buy	2,717,734 +37,841	+1%	+$2.1M	3.95%	5
2024 Q3	$154M	Sell	2,679,893 -44,555	-2%	-$2.41M	4.38%	4
2024 Q2	$146M	Buy	2,724,448 +83,826	+3%	+$4.42M	4.56%	3
2024 Q1	$133M	Buy	2,640,622 +2,529,948	+2,286%	+$127M	4.75%	3
2023 Q4	$5.6M	Buy	110,674 +14,865	+16%	+$720K	0.23%	60
2023 Q3	$4.56M	Buy	95,809 +2,666	+3%	+$132K	0.21%	62
2023 Q2	$4.59M	Buy	93,143 +13,141	+16%	+$642K	0.21%	64
2023 Q1	$3.9M	Buy	80,002 +5,987	+8%	+$294K	0.19%	75
2022 Q4	$3.46M	Buy	74,015 +27,992	+61%	+$1.27M	0.19%	74
2022 Q3	$1.98M	Buy	46,023 +13,712	+42%	+$657K	0.13%	104
2022 Q2	$1.58M	Buy	32,311 +4,235	+15%	+$219K	0.1%	120
2022 Q1	$1.56M	Sell	28,076 -1,285	-4%	-$74.2K	0.08%	148
2021 Q4	$1.76M	Sell	29,361 -12,019	-29%	-$742K	0.1%	129
2021 Q3	$2.56M	Sell	41,380 -15,520	-27%	-$988K	0.15%	97
2021 Q2	$3.81M	Buy	56,900 +5,757	+11%	+$379K	0.23%	67
2021 Q1	$3.29M	Buy	51,143 +4,023	+9%	+$265K	0.15%	82
2020 Q4	$2.92M	Buy	47,120 +1,276	+3%	+$73.6K	0.15%	79
2020 Q3	$2.42M	Sell	45,844 -13,656	-23%	-$716K	0.21%	73
2020 Q2	$2.83M	Buy	59,500 +1,596	+3%	+$71.2K	0.26%	58
2020 Q1	$2.43M	Sell	57,904 -9,042	-14%	-$444K	0.26%	59
2019 Q4	$2M	Buy	66,946 +5,348	+9%	+$276K	0.19%	83
2019 Q3	$1.62M	Buy	61,598 +28,340	+85%	+$1.41M	0.18%	82
2019 Q2	$1.71M	Buy	33,258 +3,783	+13%	+$193K	0.2%	81
2019 Q1	$1.52M	Buy	29,475 +3,405	+13%	+$172K	0.19%	89
2018 Q4	$1.23M	Buy	26,070 +5,582	+27%	+$270K	0.17%	98
2018 Q3	$968K	Sell	20,488 -2,568	-11%	-$134K	0.13%	121
2018 Q2	$1.19M	Buy	23,056 +603	+3%	+$33.8K	0.17%	98
2018 Q1	$1.31M	Sell	22,453 -587	-3%	-$34.7K	0.21%	85
2017 Q4	$1.31M	Buy	23,040 +2,813	+14%	+$157K	0.22%	82
2017 Q3	$1.09M	Buy	+20,227	New	+$1.07M	0.25%	83

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

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Valeo Financial Advisors's IEMG Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.7% in Q2 2026, buying an estimated $8.84M and bringing the position to 3,067,830 shares worth $245M. The position accounts for 5.18% of the portfolio, ranked #3.

Valeo Financial Advisors first reported a position in IEMG in Q3 2017 and has held it in 36 quarters since. 742 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Valeo Financial Advisors held 3,067,830 shares of iShares Core MSCI Emerging Markets ETF worth $245M as of Q2 2026.
Valeo Financial Advisors bought 110,846 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $8.84M.
iShares Core MSCI Emerging Markets ETF made up 5.18% of Valeo Financial Advisors's portfolio in Q2 2026, its #3 holding.
Valeo Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 36 quarters since.
742 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.