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

Beacon Investment Advisory Services’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	$185K	Sell	2,237 -1	-0%	-$80	0.01%	260
2026 Q1	$156K	Buy	+2,238	New	+$162K	0.01%	277
2023 Q1	–	Sell	-6,945	Closed	-$324K	–	283
2022 Q4	$324K	Buy	+6,945	New	+$316K	0.02%	224

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 Investment Advisory Services's IEMG Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.04% in Q2 2026, selling an estimated $80 and leaving 2,237 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #260.

Beacon Investment Advisory Services first reported a position in IEMG in Q4 2022 and has held it in 3 quarters since. The position peaked at $324K in Q4 2022. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beacon Investment Advisory Services held 2,237 shares of iShares Core MSCI Emerging Markets ETF worth $185K as of Q2 2026.
Beacon Investment Advisory Services sold 1 iShares Core MSCI Emerging Markets ETF share in Q2 2026, an estimated $80.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #260 holding.
Beacon Investment Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 3 quarters since.
Beacon Investment Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $324K in Q4 2022.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.