Whitney & Co’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Whitney & Co’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	$1.92M	Buy	23,233 +351	+2%	+$28K	0.14%	87
2026 Q1	$1.6M	Sell	22,882 -342	-1%	-$24.7K	0.13%	86
2025 Q4	$1.56M	Sell	23,224 -99	-0.4%	-$6.64K	0.12%	87
2025 Q3	$1.54M	Buy	23,323 +103	+0.4%	+$6.42K	0.14%	70
2025 Q2	$1.39M	Buy	23,220 +506	+2%	+$28.2K	0.14%	67
2025 Q1	$1.23M	Sell	22,714 -970	-4%	-$52.2K	0.13%	71
2024 Q4	$1.24M	Buy	23,684 +1,082	+5%	+$59.9K	0.13%	66
2024 Q3	$1.3M	Buy	22,602 +1,346	+6%	+$72.9K	0.14%	66
2024 Q2	$1.14M	Buy	21,256 +22	+0.1%	+$1.16K	0.13%	67
2024 Q1	$1.1M	Buy	21,234 +563	+3%	+$28.2K	0.13%	68
2023 Q4	$1.05M	Buy	20,671 +95	+0.5%	+$4.6K	0.14%	67
2023 Q3	$979K	Buy	20,576 +441	+2%	+$21.8K	0.15%	66
2023 Q2	$992K	Buy	20,135 +1,499	+8%	+$73.2K	0.14%	66
2023 Q1	$909K	Buy	18,636 +895	+5%	+$43.9K	0.14%	66
2022 Q4	$828K	Buy	17,741 +244	+1%	+$11.1K	0.15%	69
2022 Q3	$752K	Buy	17,497 +169	+1%	+$8.1K	0.15%	73
2022 Q2	$850K	Buy	17,328 +57	+0.3%	+$2.94K	0.15%	73
2022 Q1	$959K	Buy	17,271 +1,538	+10%	+$88.9K	0.15%	75
2021 Q4	$942K	Buy	15,733 +2,751	+21%	+$170K	0.14%	74
2021 Q3	$802K	Buy	12,982 +2,374	+22%	+$151K	0.13%	72
2021 Q2	$711K	Buy	10,608 +2,097	+25%	+$138K	0.11%	78
2021 Q1	$548K	Buy	8,511 +113	+1%	+$7.43K	0.1%	84
2020 Q4	$562K	Sell	8,398 -5,710	-40%	-$329K	0.09%	84
2020 Q3	$745K	Buy	14,108 +1,129	+9%	+$59.2K	0.14%	72
2020 Q2	$618K	Sell	12,979 -40	-0.3%	-$1.78K	0.13%	71
2020 Q1	$527K	Sell	13,019 -149	-1%	-$7.32K	0.13%	68
2019 Q4	$708K	Buy	13,168 +1,596	+14%	+$82.2K	0.14%	74
2019 Q3	$607K	Buy	11,572 +1,776	+18%	+$88.1K	0.13%	76
2019 Q2	$504K	Buy	9,796 +1,240	+14%	+$63.4K	0.11%	83
2019 Q1	$452K	Buy	8,556 +645	+8%	+$32.7K	0.1%	85
2018 Q4	$407K	Sell	7,911 -804	-9%	-$38.9K	0.1%	89
2018 Q3	$426K	Buy	8,715 +3,233	+59%	+$169K	0.1%	88
2018 Q2	$288K	Buy	5,482 +1,295	+31%	+$72.6K	0.08%	96
2018 Q1	$245K	Buy	+4,187	New	+$248K	0.07%	103

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Whitney & Co's IEMG Position: Q2 2026 in Review

Whitney & Co increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.5% in Q2 2026, buying an estimated $28K and bringing the position to 23,233 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #87.

Whitney & Co first reported a position in IEMG in Q1 2018 and has held it in 34 quarters since. 1,240 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Whitney & Co held 23,233 shares of iShares Core MSCI Emerging Markets ETF worth $1.92M as of Q2 2026.
Whitney & Co bought 351 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $28K.
iShares Core MSCI Emerging Markets ETF made up 0.14% of Whitney & Co's portfolio in Q2 2026, its #87 holding.
Whitney & Co first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 34 quarters since.
1,240 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.