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

Addison 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	–	Sell	-186	Closed	-$13K	–	843
2026 Q1	$13K	Buy	186 +38	+26%	+$2.74K	﹤0.01%	615
2025 Q4	$9.95K	Sell	148 -447	-75%	-$30K	﹤0.01%	629
2025 Q3	$39.2K	Buy	595 +291	+96%	+$18.2K	0.01%	442
2025 Q2	$18.3K	Buy	304 +156	+105%	+$8.71K	﹤0.01%	553
2025 Q1	$7.99K	Buy	148 +53	+56%	+$2.85K	﹤0.01%	615
2024 Q4	$4.96K	Hold	95	–	–	﹤0.01%	675
2024 Q3	$5.45K	Hold	95	–	–	﹤0.01%	658
2024 Q2	$5.09K	Hold	95	–	–	﹤0.01%	635
2024 Q1	$4.9K	Sell	95 -20	-17%	-$1K	﹤0.01%	571
2023 Q4	$5.82K	Buy	+115	New	+$5.57K	﹤0.01%	563
2023 Q2	–	Sell	-15	Closed	-$732	–	643
2023 Q1	$732	Sell	15 -14	-48%	-$687	﹤0.01%	591
2022 Q4	$1.35K	Buy	+29	New	+$1.32K	﹤0.01%	588
2022 Q2	–	Sell	-25	Closed	-$1K	–	719
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	640
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	592
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	379
2021 Q2	$2K	Buy	+25	New	+$1.65K	﹤0.01%	368

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Addison Advisors's IEMG Position: Q2 2026 in Review

Addison Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 186 shares — an estimated $13K sold.

Addison Advisors first reported a position in IEMG in Q2 2021 and held it in 16 quarters. The position peaked at $39.2K in Q3 2025. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Addison Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 186 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $13K.
Addison Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and held it in 16 quarters.
Addison Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $39.2K in Q3 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.