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 Q2	$79.2M	Sell	955,564 -261,243	-21%	-$20.8M	0.37%	62
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 $1.55T 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 Pointe Advisors's IEMG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 21% in Q2 2026, selling an estimated $20.8M and leaving 955,564 shares worth $79.2M. The position accounts for 0.37% of the portfolio, ranked #62.

Beacon Pointe Advisors first reported a position in IEMG in Q4 2018 and has held it in 31 quarters since. The position peaked at $84.9M in Q1 2026. 2,410 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Beacon Pointe Advisors held 955,564 shares of iShares Core MSCI Emerging Markets ETF worth $79.2M as of Q2 2026.
Beacon Pointe Advisors sold 261,243 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $20.8M.
iShares Core MSCI Emerging Markets ETF made up 0.37% of Beacon Pointe Advisors's portfolio in Q2 2026, its #62 holding.
Beacon Pointe Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
Beacon Pointe Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $84.9M in Q1 2026.
2,410 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.