Beacon Financial Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beacon Financial Advisory’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	$468K	Sell	6,711 -8,749	-57%	-$631K	0.11%	237
2025 Q4	$1.04M	Buy	15,460 +308	+2%	+$20.7K	0.24%	107
2025 Q3	$999K	Sell	15,152 -668	-4%	-$41.7K	0.23%	112
2025 Q2	$950K	Buy	15,820 +7,759	+96%	+$433K	0.25%	110
2025 Q1	$435K	Buy	8,061 +2,380	+42%	+$128K	0.13%	187
2024 Q4	$297K	Buy	5,681 +469	+9%	+$26K	0.1%	229
2024 Q3	$299K	Sell	5,212 -2,315	-31%	-$125K	0.1%	219
2024 Q2	$403K	Buy	+7,527	New	+$397K	0.15%	175
2024 Q1	–	Sell	-7,060	Closed	-$357K	–	261
2023 Q4	$357K	Sell	7,060 -1,616	-19%	-$78.3K	0.17%	160
2023 Q3	$413K	Sell	8,676 -3,070	-26%	-$152K	0.23%	134
2023 Q2	$579K	Buy	11,746 +706	+6%	+$34.5K	0.33%	96
2023 Q1	$539K	Buy	+11,040	New	+$542K	0.34%	101
2021 Q2	–	Sell	-3,297	Closed	-$212K	–	228
2021 Q1	$212K	Sell	3,297 -53	-2%	-$3.49K	0.12%	204
2020 Q4	$207K	Buy	+3,350	New	+$193K	0.13%	187

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

Beacon Financial Advisory's IEMG Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 57% in Q1 2026, selling an estimated $631K and leaving 6,711 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #237.

Beacon Financial Advisory first reported a position in IEMG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Beacon Financial Advisory held 6,711 shares of iShares Core MSCI Emerging Markets ETF worth $468K as of Q1 2026.
Beacon Financial Advisory sold 8,749 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $631K.
iShares Core MSCI Emerging Markets ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q1 2026, its #237 holding.
Beacon Financial Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 14 quarters since.
Beacon Financial Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $1.04M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.