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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's IEMG Position: Q1 2026 in Review

Advocacy Wealth Management Services held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q1 2026 at 20,804 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #80.

Advocacy Wealth Management Services first reported a position in IEMG in Q3 2016 and has held it in 21 quarters since. The position peaked at $4.53M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Advocacy Wealth Management Services held 20,804 shares of iShares Core MSCI Emerging Markets ETF worth $1.45M as of Q1 2026.
Advocacy Wealth Management Services left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #80 holding.
Advocacy Wealth Management Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2016 and has held it in 21 quarters since.
Advocacy Wealth Management Services's iShares Core MSCI Emerging Markets ETF position peaked at $4.53M in Q2 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.