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

Aptus 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	$11.4M	Buy	138,156 +4,772	+4%	+$380K	0.08%	210
2026 Q1	$9.3M	Sell	133,384 -4,931	-4%	-$356K	0.07%	227
2025 Q4	$9.3M	Buy	138,315 +10,999	+9%	+$738K	0.07%	225
2025 Q3	$8.39M	Sell	127,316 -3,802	-3%	-$237K	0.06%	235
2025 Q2	$7.87M	Sell	131,118 -140,637	-52%	-$7.85M	0.06%	225
2025 Q1	$14.7M	Buy	271,755 +21,525	+9%	+$1.16M	0.15%	137
2024 Q4	$13.1M	Buy	250,230 +174,235	+229%	+$9.65M	0.14%	133
2024 Q3	$4.36M	Buy	75,995 +70,146	+1,199%	+$3.8M	0.07%	228
2024 Q2	$313K	Sell	5,849 -2,538	-30%	-$134K	0.01%	617
2024 Q1	$433K	Buy	8,387 +4,249	+103%	+$213K	0.01%	546
2023 Q4	$209K	Sell	4,138 -344	-8%	-$16.7K	0.01%	545
2023 Q3	$213K	Sell	4,482 -3,146	-41%	-$156K	0.01%	553
2023 Q2	$376K	Sell	7,628 -1,399	-15%	-$68.3K	0.01%	360
2023 Q1	$440K	Sell	9,027 -777	-8%	-$38.1K	0.01%	337
2022 Q4	$458K	Sell	9,804 -20,052	-67%	-$912K	0.01%	360
2022 Q3	$1.28M	Sell	29,856 -9,310	-24%	-$446K	0.03%	241
2022 Q2	$1.92M	Sell	39,166 -107,130	-73%	-$5.54M	0.05%	197
2022 Q1	$8.13M	Buy	146,296 +42,084	+40%	+$2.43M	0.2%	72
2021 Q4	$6.24M	Buy	104,212 +7,204	+7%	+$445K	0.19%	71
2021 Q3	$5.99M	Sell	97,008 -15,427	-14%	-$982K	0.15%	72
2021 Q2	$7.53M	Buy	112,435 +17,001	+18%	+$1.12M	0.22%	56
2021 Q1	$6.14M	Buy	95,434 +44,080	+86%	+$2.9M	0.22%	59
2020 Q4	$3.19M	Buy	51,354 +48,201	+1,529%	+$2.78M	0.15%	93
2020 Q3	$166K	Sell	3,153 -652	-17%	-$34.2K	0.01%	301
2020 Q2	$181K	Buy	+3,805	New	+$170K	0.01%	267
2020 Q1	–	Sell	-3,760	Closed	-$202K	–	459
2019 Q4	$202K	Buy	+3,760	New	+$194K	0.01%	343
2019 Q2	–	Sell	-4,566	Closed	-$236K	–	348
2019 Q1	$236K	Buy	+4,566	New	+$231K	0.04%	279

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

Aptus Capital Advisors's IEMG Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.6% in Q2 2026, buying an estimated $380K and bringing the position to 138,156 shares worth $11.4M. The position accounts for 0.08% of the portfolio, ranked #210.

Aptus Capital Advisors first reported a position in IEMG in Q1 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q1 2025. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Aptus Capital Advisors held 138,156 shares of iShares Core MSCI Emerging Markets ETF worth $11.4M as of Q2 2026.
Aptus Capital Advisors bought 4,772 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $380K.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #210 holding.
Aptus Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $14.7M in Q1 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.