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

Bellwether 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	$19.5M	Buy	+235,732	New	+$18.8M	2.89%	7
2025 Q3	–	Sell	-1,592	Closed	-$95.6K	–	335
2025 Q2	$95.6K	Hold	1,592	–	–	0.02%	175
2025 Q1	$85.9K	Sell	1,592 -50	-3%	-$2.69K	0.02%	184
2024 Q4	$85.7K	Buy	+1,642	New	+$90.9K	0.02%	193
2023 Q2	–	Sell	-2,439	Closed	-$119K	–	256
2023 Q1	$119K	Sell	2,439 -862	-26%	-$42.3K	0.03%	151
2022 Q4	$154K	Sell	3,301 -2,372	-42%	-$108K	0.04%	133
2022 Q3	$243K	Sell	5,673 -2,909	-34%	-$139K	0.08%	97
2022 Q2	$421K	Sell	8,582 -10,534	-55%	-$544K	0.14%	88
2022 Q1	$1.06M	Sell	19,116 -1,794	-9%	-$104K	0.32%	60
2021 Q4	$1.25M	Buy	20,910 +71	+0.3%	+$4.38K	0.39%	50
2021 Q3	$1.29M	Sell	20,839 -867	-4%	-$55.2K	0.43%	48
2021 Q2	$1.45M	Sell	21,706 -22	-0.1%	-$1.45K	0.5%	51
2021 Q1	$1.4M	Sell	21,728 -2,598	-11%	-$171K	0.55%	43
2020 Q4	$1.51M	Buy	+24,326	New	+$1.4M	0.66%	36

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

Bellwether Advisors's IEMG Position: Q2 2026 in Review

Bellwether Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 235,732 shares worth $19.5M. The stake represents 2.89% of the portfolio and ranks #7 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in IEMG as recently as Q2 2025.

Bellwether Advisors first reported a position in IEMG in Q4 2020 and has held it in 14 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Bellwether Advisors held 235,732 shares of iShares Core MSCI Emerging Markets ETF worth $19.5M as of Q2 2026.
iShares Core MSCI Emerging Markets ETF was a new Bellwether Advisors position in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 2.89% of Bellwether Advisors's portfolio in Q2 2026, its #7 holding.
Bellwether Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 14 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.