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

Beacon Financial Group’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	$340K	Sell	4,103 -125	-3%	-$9.96K	0.03%	304
2026 Q1	$295K	Sell	4,228 -3,888	-48%	-$281K	0.03%	291
2025 Q4	$546K	Buy	8,116 +37	+0.5%	+$2.48K	0.05%	224
2025 Q3	$533K	Buy	8,079 +417	+5%	+$26K	0.05%	224
2025 Q2	$460K	Buy	7,662 +2,505	+49%	+$140K	0.05%	234
2025 Q1	$278K	Buy	+5,157	New	+$278K	0.03%	288
2024 Q3	–	Sell	-4,562	Closed	-$244K	–	333
2024 Q2	$244K	Buy	+4,562	New	+$241K	0.03%	294
2024 Q1	–	Sell	-9,196	Closed	-$465K	–	328
2023 Q4	$465K	Buy	+9,196	New	+$445K	0.06%	220
2018 Q3	–	Sell	-21,834	Closed	-$1.15M	–	183
2018 Q2	$1.15M	Sell	21,834 -411	-2%	-$23K	0.19%	94
2018 Q1	$1.3M	Buy	+22,245	New	+$1.32M	0.22%	88

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 Group's IEMG Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3% in Q2 2026, selling an estimated $9.96K and leaving 4,103 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #304.

Beacon Financial Group first reported a position in IEMG in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.3M in Q1 2018. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beacon Financial Group held 4,103 shares of iShares Core MSCI Emerging Markets ETF worth $340K as of Q2 2026.
Beacon Financial Group sold 125 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $9.96K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #304 holding.
Beacon Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2018 and has held it in 10 quarters since.
Beacon Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $1.3M in Q1 2018.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.