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

Beacon Pointe 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 Q1	$84.9M	Buy	1,216,807 +806,591	+197%	+$58.2M	0.45%	46
2025 Q4	$27.6M	Buy	410,216 +39,783	+11%	+$2.67M	0.19%	115
2025 Q3	$24.4M	Buy	370,433 +145,540	+65%	+$9.08M	0.21%	105
2025 Q2	$13.5M	Buy	224,893 +64	+0%	+$3.57K	0.14%	141
2025 Q1	$12.1M	Sell	224,829 -20,973	-9%	-$1.13M	0.14%	155
2024 Q4	$12.8M	Sell	245,802 -29,684	-11%	-$1.64M	0.14%	140
2024 Q3	$15.8M	Sell	275,486 -13,234	-5%	-$716K	0.18%	124
2024 Q2	$15.5M	Sell	288,720 -21,230	-7%	-$1.12M	0.18%	124
2024 Q1	$16M	Sell	309,950 -102,705	-25%	-$5.14M	0.18%	128
2023 Q4	$20.9M	Buy	412,655 +2,148	+0.5%	+$104K	0.25%	97
2023 Q3	$19.5M	Buy	410,507 +131,653	+47%	+$6.52M	0.24%	102
2023 Q2	$13.7M	Sell	278,854 -24,191	-8%	-$1.18M	0.22%	103
2023 Q1	$14.8M	Sell	303,045 -164,044	-35%	-$8.05M	0.25%	94
2022 Q4	$21.8M	Buy	467,089 +173,717	+59%	+$7.9M	0.42%	57
2022 Q3	$12.6M	Sell	293,372 -31,137	-10%	-$1.49M	0.28%	86
2022 Q2	$15.9M	Sell	324,509 -61,092	-16%	-$3.16M	0.34%	78
2022 Q1	$21.4M	Sell	385,601 -20,005	-5%	-$1.16M	0.29%	82
2021 Q4	$24.3M	Buy	405,606 +336,784	+489%	+$20.8M	0.63%	33
2021 Q3	$4.25M	Buy	68,822 +8,509	+14%	+$542K	0.1%	189
2021 Q2	$4.04M	Sell	60,313 -13,595	-18%	-$896K	0.14%	140
2021 Q1	$4.76M	Buy	73,908 +21,071	+40%	+$1.39M	0.29%	74
2020 Q4	$3.28M	Buy	52,837 +12,433	+31%	+$717K	0.22%	93
2020 Q3	$2.13M	Buy	40,404 +7,998	+25%	+$419K	0.21%	92
2020 Q2	$1.55M	Sell	32,406 -5,392	-14%	-$241K	0.15%	126
2020 Q1	$1.53M	Buy	37,798 +22,430	+146%	+$1.1M	0.24%	88
2019 Q4	$825K	Buy	15,368 +622	+4%	+$32.1K	0.26%	88
2019 Q3	$722K	Sell	14,746 -1,271	-8%	-$63K	0.31%	79
2019 Q2	$821K	Buy	16,017 +4,512	+39%	+$231K	0.3%	86
2019 Q1	$592K	Buy	11,505 +2,958	+35%	+$150K	0.22%	105
2018 Q4	$402K	Buy	+8,547	New	+$413K	0.24%	104

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 Pointe Advisors's IEMG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 197% in Q1 2026, buying an estimated $58.2M and bringing the position to 1,216,807 shares worth $84.9M. The position accounts for 0.45% of the portfolio, ranked #46.

Beacon Pointe Advisors first reported a position in IEMG in Q4 2018 and has held it in 30 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Beacon Pointe Advisors held 1,216,807 shares of iShares Core MSCI Emerging Markets ETF worth $84.9M as of Q1 2026.
Beacon Pointe Advisors bought 806,591 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $58.2M.
iShares Core MSCI Emerging Markets ETF made up 0.45% of Beacon Pointe Advisors's portfolio in Q1 2026, its #46 holding.
Beacon Pointe Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.