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Annis Gardner Whiting Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Annis Gardner Whiting Capital 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
-1,497
Closed -$104K – 768
2026
Q1 		$104K Sell
1,497
-176
-11% -$12.7K 0.02% 436
2025
Q4 		$112K Buy
1,673
+796
+91% +$53.4K 0.02% 382
2025
Q3 		$57.8K Sell
877
-1,180
-57% -$73.6K 0.01% 478
2025
Q2 		$123K Buy
2,057
+742
+56% +$41.4K 0.04% 279
2025
Q1 		$71K Hold
1,315
– – 0.03% 314
2024
Q4 		$68.7K Sell
1,315
-1,201
-48% -$66.5K 0.02% 315
2024
Q3 		$144K Buy
2,516
+926
+58% +$50.1K 0.04% 243
2024
Q2 		$85.1K Buy
1,590
+11
+0.7% +$580 0.02% 332
2024
Q1 		$81.5K Buy
1,579
+1,153
+271% +$57.7K 0.03% 314
2023
Q4 		$21.5K Hold
426
– – 0.01% 389
2023
Q3 		$20.3K Buy
+426
New +$21.1K 0.01% 384

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IEMG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 1,497 shares — an estimated $104K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IEMG in Q3 2023 and held it in 11 quarters. The position peaked at $144K in Q3 2024. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,497 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $104K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $144K in Q3 2024.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.