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 Q2	$565K	Buy	6,821 +110	+2%	+$8.77K	0.11%	219
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 $1.55T 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

Beacon Financial Advisory's IEMG Position: Q2 2026 in Review

Beacon Financial Advisory increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.6% in Q2 2026, buying an estimated $8.77K and bringing the position to 6,821 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #219.

Beacon Financial Advisory first reported a position in IEMG in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beacon Financial Advisory held 6,821 shares of iShares Core MSCI Emerging Markets ETF worth $565K as of Q2 2026.
Beacon Financial Advisory bought 110 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $8.77K.
iShares Core MSCI Emerging Markets ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #219 holding.
Beacon Financial Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 15 quarters since.
Beacon Financial Advisory's iShares Core MSCI Emerging Markets ETF position peaked at $1.04M in Q4 2025.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.