BRIA
IEMG icon

Balanced Rock Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Balanced Rock Investment 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 		$354K Buy
4,277
+245
+6% +$19.5K 0.22% 77
2026
Q1 		$281K Sell
4,032
-4
-0.1% -$289 0.2% 85
2025
Q4 		$271K Sell
4,036
-90
-2% -$6.04K 0.19% 85
2025
Q3 		$272K Sell
4,126
-413
-9% -$25.8K 0.2% 87
2025
Q2 		$272K Sell
4,539
-313
-6% -$17.5K 0.21% 85
2025
Q1 		$262K Sell
4,852
-48
-1% -$2.58K 0.21% 76
2024
Q4 		$256K Sell
4,900
-287
-6% -$15.9K 0.2% 78
2024
Q3 		$298K Sell
5,187
-382
-7% -$20.7K 0.23% 72
2024
Q2 		$298K Hold
5,569
– – 0.25% 69
2024
Q1 		$287K Sell
5,569
-113
-2% -$5.66K 0.25% 76
2023
Q4 		$287K Buy
+5,682
New +$275K 0.26% 84

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

Balanced Rock Investment Advisors's IEMG Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,277 shares worth $354K. The position accounts for 0.22% of the portfolio, ranked #77.

Balanced Rock Investment Advisors first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Balanced Rock Investment Advisors held 4,277 shares of iShares Core MSCI Emerging Markets ETF worth $354K as of Q2 2026.
  • Balanced Rock Investment Advisors bought 245 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.22% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Balanced Rock Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.