Winthrop Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Winthrop Advisory Group’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	$13.1M	Buy	158,270 +8,518	+6%	+$679K	0.88%	21
2026 Q1	$10.4M	Buy	149,752 +12,912	+9%	+$932K	0.85%	21
2025 Q4	$9.2M	Buy	136,840 +10,677	+8%	+$716K	0.78%	21
2025 Q3	$8.32M	Buy	126,163 +47,656	+61%	+$2.97M	0.73%	23
2025 Q2	$4.71M	Buy	78,507 +17,210	+28%	+$960K	0.45%	34
2025 Q1	$3.31M	Sell	61,297 -125	-0.2%	-$6.73K	0.4%	34
2024 Q4	$3.21M	Buy	61,422 +8,385	+16%	+$464K	0.38%	36
2024 Q3	$3.04M	Buy	53,037 +3,248	+7%	+$176K	0.38%	34
2024 Q2	$2.67M	Buy	49,789 +5,048	+11%	+$266K	0.36%	36
2024 Q1	$2.31M	Buy	44,741 +4,264	+11%	+$214K	0.33%	40
2023 Q4	$2.05M	Buy	40,477 +8,915	+28%	+$432K	0.32%	40
2023 Q3	$1.5M	Buy	31,562 +2,409	+8%	+$119K	0.25%	39
2023 Q2	$1.44M	Buy	29,153 +10,759	+58%	+$525K	0.23%	42
2023 Q1	$897K	Sell	18,394 -10,470	-36%	-$514K	0.16%	52
2022 Q4	$1.35M	Sell	28,864 -4,582	-14%	-$208K	0.26%	40
2022 Q3	$1.44M	Buy	33,446 +20,514	+159%	+$983K	0.31%	33
2022 Q2	$634K	Buy	+12,932	New	+$668K	0.15%	54
2021 Q4	–	Sell	-3,604	Closed	-$223K	–	149
2021 Q3	$223K	Buy	+3,604	New	+$229K	0.05%	124
2019 Q1	–	Sell	-6,901	Closed	-$270K	–	95
2018 Q4	$270K	Buy	+6,901	New	+$334K	0.14%	63

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

Winthrop Advisory Group's IEMG Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.7% in Q2 2026, buying an estimated $679K and bringing the position to 158,270 shares worth $13.1M. The position accounts for 0.88% of the portfolio, ranked #21.

Winthrop Advisory Group first reported a position in IEMG in Q4 2018 and has held it in 19 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Winthrop Advisory Group held 158,270 shares of iShares Core MSCI Emerging Markets ETF worth $13.1M as of Q2 2026.
Winthrop Advisory Group bought 8,518 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $679K.
iShares Core MSCI Emerging Markets ETF made up 0.88% of Winthrop Advisory Group's portfolio in Q2 2026, its #21 holding.
Winthrop Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 19 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.