Advocacy Wealth Management Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Advocacy Wealth Management Services’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	$1.95M	Buy	23,495 +2,691	+13%	+$214K	0.07%	78
2026 Q1	$1.45M	Hold	20,804	–	–	0.06%	80
2025 Q4	$1.4M	Sell	20,804 -7	-0%	-$470	0.06%	81
2025 Q3	$1.37M	Buy	+20,811	New	+$1.3M	0.06%	85
2022 Q4	–	Sell	-13,079	Closed	-$589K	–	78
2022 Q3	$589K	Buy	13,079 +365	+3%	+$17.5K	0.09%	30
2022 Q2	$624K	Sell	12,714 -755	-6%	-$39K	0.1%	29
2022 Q1	$761K	Buy	13,469 +625	+5%	+$36.1K	0.13%	25
2021 Q4	$769K	Sell	12,844 -90	-0.7%	-$5.55K	0.13%	26
2021 Q3	$799K	Sell	12,934 -54,742	-81%	-$3.48M	0.14%	25
2021 Q2	$4.53M	Buy	67,676 +1,682	+3%	+$111K	0.84%	13
2021 Q1	$4.29M	Buy	65,994 +29,504	+81%	+$1.94M	0.86%	18
2020 Q4	$2.26M	Buy	36,490 +26,462	+264%	+$1.53M	0.34%	28
2020 Q3	$534K	Buy	10,028 +2,291	+30%	+$120K	0.09%	40
2020 Q2	$368K	Buy	7,737 +2,354	+44%	+$105K	0.07%	41
2020 Q1	$209K	Buy	5,383 +3,492	+185%	+$171K	0.05%	30
2019 Q4	$102K	Buy	1,891 +935	+98%	+$48.2K	0.03%	39
2019 Q3	$47K	Buy	+956	New	+$47.4K	0.03%	50
2018 Q3	–	Sell	-510	Closed	-$27K	–	172
2018 Q2	$27K	Buy	510 +174	+52%	+$9.76K	0.02%	67
2018 Q1	$20K	Buy	+336	New	+$19.9K	0.01%	89
2017 Q4	–	Sell	-380	Closed	-$21K	–	232
2017 Q3	$21K	Hold	380	–	–	0.01%	128
2017 Q2	$19K	Buy	+380	New	+$18.7K	0.01%	136
2016 Q4	–	Sell	-629	Closed	-$29K	–	343
2016 Q3	$29K	Buy	+629	New	+$27.9K	0.01%	153

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

Advocacy Wealth Management Services's IEMG Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q2 2026, buying an estimated $214K and bringing the position to 23,495 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #78.

Advocacy Wealth Management Services first reported a position in IEMG in Q3 2016 and has held it in 22 quarters since. The position peaked at $4.53M in Q2 2021. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Advocacy Wealth Management Services held 23,495 shares of iShares Core MSCI Emerging Markets ETF worth $1.95M as of Q2 2026.
Advocacy Wealth Management Services bought 2,691 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $214K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #78 holding.
Advocacy Wealth Management Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 22 quarters since.
Advocacy Wealth Management Services's iShares Core MSCI Emerging Markets ETF position peaked at $4.53M in Q2 2021.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.