Beacon Harbor Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beacon Harbor Wealth 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	$24.8M	Buy	320,008 +141,088	+79%	+$11.2M	4.84%	4
2026 Q1	$12.5M	Sell	178,920 -184,618	-51%	-$13.3M	2.62%	11
2025 Q4	$24.4M	Buy	363,538 +183,965	+102%	+$12.3M	5.42%	4
2025 Q3	$11.8M	Buy	179,573 +245	+0.1%	+$15.3K	2.77%	11
2025 Q2	$10.8M	Sell	179,328 -19,834	-10%	-$1.11M	2.69%	10
2025 Q1	$10.7M	Buy	199,162 +3,110	+2%	+$167K	2.5%	10
2024 Q4	$10.2M	Buy	196,052 +10,848	+6%	+$601K	2.38%	8
2024 Q3	$10.6M	Buy	185,204 +4,888	+3%	+$265K	2.53%	9
2024 Q2	$9.65M	Buy	180,316 +175,766	+3,863%	+$9.27M	2.51%	10
2024 Q1	$235K	Sell	4,550 -1,155	-20%	-$57.8K	0.06%	67
2023 Q4	$289K	Sell	5,705 -152,213	-96%	-$7.37M	0.08%	67
2023 Q3	$7.51M	Buy	157,918 +1,575	+1%	+$77.9K	2.5%	9
2023 Q2	$7.71M	Buy	+156,343	New	+$7.64M	2.52%	8
2023 Q1	–	Sell	-104,260	Closed	-$4.87M	–	82
2022 Q4	$4.87M	Buy	+104,260	New	+$4.74M	1.66%	25
2021 Q4	–	Sell	-125,876	Closed	-$7.77M	–	79
2021 Q3	$7.77M	Buy	125,876 +12,701	+11%	+$809K	2.76%	8
2021 Q2	$7.58M	Sell	113,175 -3,846	-3%	-$253K	2.72%	8
2021 Q1	$7.53M	Sell	117,021 -638	-0.5%	-$42K	3%	7
2020 Q4	$7.3M	Buy	+117,659	New	+$6.78M	2.98%	8
2020 Q2	–	Sell	-87,766	Closed	-$3.55M	–	48
2020 Q1	$3.55M	Buy	+87,766	New	+$4.31M	2.68%	8

Other funds holding IEMG

Morgan Stanley New York $1.89T AUM 35.08% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IEMG Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 79% in Q2 2026, buying an estimated $11.2M and bringing the position to 320,008 shares worth $24.8M. The position accounts for 4.84% of the portfolio, ranked #4.

Beacon Harbor Wealth Advisors first reported a position in IEMG in Q1 2020 and has held it in 19 quarters since. 2,217 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beacon Harbor Wealth Advisors held 320,008 shares of iShares Core MSCI Emerging Markets ETF worth $24.8M as of Q2 2026.
Beacon Harbor Wealth Advisors bought 141,088 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $11.2M.
iShares Core MSCI Emerging Markets ETF made up 4.84% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Beacon Harbor Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 19 quarters since.
2,217 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.