Beaumont Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Beaumont Financial 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	$444K	Sell	6,359 -140	-2%	-$10.1K	0.03%	251
2025 Q4	$437K	Sell	6,499 -270	-4%	-$18.1K	0.03%	246
2025 Q3	$446K	Sell	6,769 -154	-2%	-$9.61K	0.03%	254
2025 Q2	$416K	Buy	6,923 +237	+4%	+$13.2K	0.03%	248
2025 Q1	$361K	Hold	6,686	–	–	0.03%	266
2024 Q4	$349K	Buy	6,686 +1,243	+23%	+$68.8K	0.03%	267
2024 Q3	$312K	Sell	5,443 -51	-0.9%	-$2.76K	0.02%	269
2024 Q2	$294K	Sell	5,494 -3,866	-41%	-$204K	0.02%	280
2024 Q1	$483K	Buy	9,360 +1,798	+24%	+$90K	0.04%	206
2023 Q4	$382K	Sell	7,562 -770	-9%	-$37.3K	0.03%	229
2023 Q3	$397K	Sell	8,332 -481	-5%	-$23.8K	0.04%	209
2023 Q2	$434K	Buy	+8,813	New	+$430K	0.04%	209
2023 Q1	–	Sell	-4,678	Closed	-$218K	–	331
2022 Q4	$218K	Sell	4,678 -275	-6%	-$12.5K	0.02%	296
2022 Q3	$213K	Hold	4,953	–	–	0.02%	286
2022 Q2	$243K	Sell	4,953 -184	-4%	-$9.51K	0.02%	273
2022 Q1	$285K	Buy	+5,137	New	+$297K	0.02%	286
2020 Q4	–	Sell	-6,231	Closed	-$329K	–	346
2020 Q3	$329K	Buy	+6,231	New	+$327K	0.03%	251
2020 Q1	–	Sell	-4,623	Closed	-$249K	–	258
2019 Q4	$249K	Sell	4,623 -2,015	-30%	-$104K	0.02%	248
2019 Q3	$325K	Sell	6,638 -185	-3%	-$9.17K	0.03%	205
2019 Q2	$351K	Buy	6,823 +1,000	+17%	+$51.1K	0.04%	181
2019 Q1	$301K	Buy	5,823 +22	+0.4%	+$1.11K	0.03%	188
2018 Q4	$274K	Sell	5,801 -24,901	-81%	-$1.2M	0.04%	163
2018 Q3	$1.59M	Sell	30,702 -7,247	-19%	-$378K	0.16%	81
2018 Q2	$1.99M	Sell	37,949 -18	-0%	-$1.01K	0.21%	69
2018 Q1	$2.22M	Sell	37,967 -1,161	-3%	-$68.7K	0.25%	72
2017 Q4	$2.23M	Buy	+39,128	New	+$2.18M	0.26%	72
2014 Q4	–	Sell	-239,873	Closed	-$12M	–	163
2014 Q3	$12M	Buy	239,873 +8,484	+4%	+$449K	0.78%	51
2014 Q2	$12M	Buy	+231,389	New	+$11.7M	0.85%	48

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

Beaumont Financial Advisors's IEMG Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.2% in Q1 2026, selling an estimated $10.1K and leaving 6,359 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #251.

Beaumont Financial Advisors first reported a position in IEMG in Q2 2014 and has held it in 28 quarters since. The position peaked at $12M in Q3 2014. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Beaumont Financial Advisors held 6,359 shares of iShares Core MSCI Emerging Markets ETF worth $444K as of Q1 2026.
Beaumont Financial Advisors sold 140 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $10.1K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #251 holding.
Beaumont Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2014 and has held it in 28 quarters since.
Beaumont Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $12M in Q3 2014.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.