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

Wealthquest’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	$12.6M	Sell	152,310 -3,793	-2%	-$302K	0.8%	19
2026 Q1	$10.9M	Sell	156,103 -1,688	-1%	-$122K	0.77%	19
2025 Q4	$10.6M	Sell	157,791 -87,358	-36%	-$5.86M	0.8%	19
2025 Q3	$16.2M	Sell	245,149 -9,964	-4%	-$621K	1.29%	16
2025 Q2	$15.3M	Buy	255,113 +5,721	+2%	+$319K	1.21%	16
2025 Q1	$13.5M	Buy	249,392 +14,443	+6%	+$777K	1.12%	16
2024 Q4	$12.3M	Buy	234,949 +5,293	+2%	+$293K	1%	18
2024 Q3	$13.3M	Buy	229,656 +8,294	+4%	+$449K	1.17%	17
2024 Q2	$11.8M	Buy	221,362 +18,516	+9%	+$976K	1.26%	17
2024 Q1	$10.5M	Buy	202,846 +11,454	+6%	+$574K	1.12%	17
2023 Q4	$9.68M	Buy	191,392 +7,565	+4%	+$366K	1.07%	19
2023 Q3	$8.75M	Buy	183,827 +8,387	+5%	+$415K	1.07%	18
2023 Q2	$8.65M	Buy	175,440 +15,504	+10%	+$757K	1.03%	21
2023 Q1	$7.8M	Buy	159,936 +14,785	+10%	+$725K	1.01%	20
2022 Q4	$6.78M	Buy	145,151 +15,783	+12%	+$718K	0.87%	18
2022 Q3	$5.56M	Buy	129,368 +45,246	+54%	+$2.17M	0.78%	19
2022 Q2	$4.13M	Sell	84,122 -21,528	-20%	-$1.11M	0.62%	28
2022 Q1	$6.32M	Hold	105,650	–	–	0.97%	20
2021 Q4	$6.32M	Sell	105,650 -8,219	-7%	-$507K	0.97%	20
2021 Q3	$7.03M	Sell	113,869 -27,463	-19%	-$1.75M	1.19%	18
2021 Q2	$9.47M	Sell	141,332 -56,527	-29%	-$3.72M	1.62%	15
2021 Q1	$12.7M	Sell	197,859 -14,439	-7%	-$950K	2.38%	12
2020 Q4	$13.2M	Sell	212,298 -7,335	-3%	-$423K	2.82%	11
2020 Q3	$11.6M	Sell	219,633 -12,504	-5%	-$656K	2.87%	11
2020 Q2	$11M	Buy	+232,137	New	+$10.4M	2.81%	12
2019 Q4	$2.85M	Sell	53,074 -3,429	-6%	-$177K	0.82%	25
2019 Q3	$2.77M	Sell	56,503 -1,231	-2%	-$61K	0.93%	25
2019 Q2	$2.97M	Sell	57,734 -1,434	-2%	-$73.3K	1.12%	21
2019 Q1	$3.06M	Buy	59,168 +2,514	+4%	+$127K	1.16%	22
2018 Q4	$2.67M	Buy	+56,654	New	+$2.74M	1.09%	23

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

Wealthquest's IEMG Position: Q2 2026 in Review

Wealthquest reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q2 2026, selling an estimated $302K and leaving 152,310 shares worth $12.6M. The position accounts for 0.8% of the portfolio, ranked #19.

Wealthquest first reported a position in IEMG in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.2M in Q3 2025. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Wealthquest held 152,310 shares of iShares Core MSCI Emerging Markets ETF worth $12.6M as of Q2 2026.
Wealthquest sold 3,793 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $302K.
iShares Core MSCI Emerging Markets ETF made up 0.8% of Wealthquest's portfolio in Q2 2026, its #19 holding.
Wealthquest first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Wealthquest's iShares Core MSCI Emerging Markets ETF position peaked at $16.2M in Q3 2025.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.