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

Waldron Private 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	$1.66M	Buy	20,027 +1	+0%	+$80	0.06%	110
2026 Q1	$1.4M	Buy	20,026 +438	+2%	+$31.6K	0.05%	116
2025 Q4	$1.32M	Sell	19,588 -68	-0.3%	-$4.56K	0.05%	118
2025 Q3	$1.3M	Buy	19,656 +2,376	+14%	+$148K	0.05%	116
2025 Q2	$1.04M	Sell	17,280 -448	-3%	-$25K	0.05%	132
2025 Q1	$957K	Sell	17,728 -5,950	-25%	-$320K	0.05%	133
2024 Q4	$1.24M	Buy	23,678 +476	+2%	+$26.4K	0.05%	147
2024 Q3	$1.33M	Sell	23,202 -884	-4%	-$47.9K	0.06%	139
2024 Q2	$1.29M	Sell	24,086 -4,793	-17%	-$253K	0.06%	132
2024 Q1	$1.49M	Buy	28,879 +3,645	+14%	+$183K	0.07%	120
2023 Q4	$1.28M	Sell	25,234 -12,323	-33%	-$597K	0.06%	132
2023 Q3	$1.79M	Sell	37,557 -6,524	-15%	-$323K	0.09%	102
2023 Q2	$2.17M	Sell	44,081 -19,920	-31%	-$973K	0.11%	97
2023 Q1	$3.12M	Sell	64,001 -141,767	-69%	-$6.95M	0.15%	80
2022 Q4	$8.84M	Hold	205,768	–	–	0.55%	38
2022 Q3	$8.84M	Sell	205,768 -949	-0.5%	-$45.5K	0.55%	38
2022 Q2	$10.1M	Buy	206,717 +3,717	+2%	+$192K	0.57%	41
2022 Q1	$11.3M	Sell	203,000 -38,897	-16%	-$2.25M	0.58%	39
2021 Q4	$14.5M	Buy	241,897 +43,637	+22%	+$2.69M	0.71%	36
2021 Q3	$12.2M	Sell	198,260 -20,993	-10%	-$1.34M	0.71%	36
2021 Q2	$14.7M	Sell	219,253 -14,387	-6%	-$948K	0.94%	23
2021 Q1	$15M	Sell	233,640 -899	-0.4%	-$59.1K	1.04%	22
2020 Q4	$14.6M	Sell	234,539 -6,581	-3%	-$379K	1.08%	21
2020 Q3	$12.7M	Sell	241,120 -114,977	-32%	-$6.03M	1.09%	22
2020 Q2	$16.9M	Buy	356,097 +36,643	+11%	+$1.64M	1.5%	17
2020 Q1	$12.9M	Buy	319,454 +275,001	+619%	+$13.5M	1.38%	18
2019 Q4	$2.39M	Buy	+44,453	New	+$2.29M	0.21%	64
2016 Q3	–	Sell	-5,664	Closed	-$236K	–	154
2016 Q2	$236K	Buy	5,664 +514	+10%	+$21.1K	0.09%	134
2016 Q1	$214K	Sell	5,150 -3,159	-38%	-$119K	0.08%	137
2015 Q4	$327K	Buy	8,309 +2,544	+44%	+$106K	0.12%	97
2015 Q3	$229K	Buy	+5,765	New	+$247K	0.1%	114

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

Waldron Private Wealth's IEMG Position: Q2 2026 in Review

Waldron Private Wealth increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0% in Q2 2026, buying an estimated $80 and bringing the position to 20,027 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #110.

Waldron Private Wealth first reported a position in IEMG in Q3 2015 and has held it in 31 quarters since. The position peaked at $16.9M in Q2 2020. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Waldron Private Wealth held 20,027 shares of iShares Core MSCI Emerging Markets ETF worth $1.66M as of Q2 2026.
Waldron Private Wealth bought 1 iShares Core MSCI Emerging Markets ETF share in Q2 2026, an estimated $80.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Waldron Private Wealth's portfolio in Q2 2026, its #110 holding.
Waldron Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2015 and has held it in 31 quarters since.
Waldron Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $16.9M in Q2 2020.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.