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

Capital Advisors Ltd’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	$1.38M	Buy	16,665 +11	+0.1%	+$877	0.14%	101
2026 Q1	$1.16M	Buy	16,654 +4,934	+42%	+$356K	0.13%	106
2025 Q4	$788K	Hold	11,720	–	–	0.09%	127
2025 Q3	$773K	Buy	11,720 +1,416	+14%	+$88.3K	0.09%	130
2025 Q2	$619K	Sell	10,304 -551	-5%	-$30.7K	0.08%	142
2025 Q1	$586K	Sell	10,855 -55	-0.5%	-$2.96K	0.08%	140
2024 Q4	$570K	Sell	10,910 -214	-2%	-$11.9K	0.07%	143
2024 Q3	$639K	Sell	11,124 -732	-6%	-$39.6K	0.08%	136
2024 Q2	$635K	Sell	11,856 -1,352	-10%	-$71.3K	0.08%	134
2024 Q1	$682K	Hold	13,208	–	–	0.09%	130
2023 Q4	$668K	Buy	13,208 +335	+3%	+$16.2K	0.09%	120
2023 Q3	$613K	Hold	12,873	–	–	0.09%	126
2023 Q2	$635K	Sell	12,873 -256	-2%	-$12.5K	0.09%	124
2023 Q1	$641K	Hold	13,129	–	–	0.11%	114
2022 Q4	$613K	Buy	13,129 +1,151	+10%	+$52.3K	0.11%	118
2022 Q3	$515K	Buy	11,978 +1,370	+13%	+$65.7K	0.1%	122
2022 Q2	$520K	Sell	10,608 -2,897	-21%	-$150K	0.1%	127
2022 Q1	$750K	Buy	13,505 +2,586	+24%	+$149K	0.12%	97
2021 Q4	$654K	Sell	10,919 -243	-2%	-$15K	0.11%	107
2021 Q3	$689K	Sell	11,162 -2,900	-21%	-$185K	0.12%	92
2021 Q2	$942K	Buy	14,062 +6	+0%	+$395	0.17%	77
2021 Q1	$905K	Buy	14,056 +4,492	+47%	+$296K	0.17%	76
2020 Q4	$593K	Buy	9,564 +94	+1%	+$5.42K	0.13%	87
2020 Q3	$500K	Buy	9,470 +97	+1%	+$5.08K	0.12%	95
2020 Q2	$446K	Sell	9,373 -163	-2%	-$7.27K	0.12%	103
2020 Q1	$386K	Buy	9,536 +3,985	+72%	+$196K	0.12%	96
2019 Q4	$298K	Sell	5,551 -237	-4%	-$12.2K	0.08%	116
2019 Q3	$284K	Buy	5,788 +573	+11%	+$28.4K	0.08%	112
2019 Q2	$268K	Sell	5,215 -4,740	-48%	-$242K	0.08%	121
2019 Q1	$515K	Sell	9,955 -945	-9%	-$47.9K	0.14%	90
2018 Q4	$514K	Buy	10,900 +979	+10%	+$47.3K	0.15%	93
2018 Q3	$514K	Sell	9,921 -3,098	-24%	-$162K	0.15%	83
2018 Q2	$684K	Buy	13,019 +4,506	+53%	+$253K	0.21%	72
2018 Q1	$497K	Buy	8,513 +6,673	+363%	+$395K	0.16%	78
2017 Q4	$105K	Buy	+1,840	New	+$103K	0.03%	172

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NYU

New York University New York $128M AUM

Capital Advisors Ltd's IEMG Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.07% in Q2 2026, buying an estimated $877 and bringing the position to 16,665 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #101.

Capital Advisors Ltd first reported a position in IEMG in Q4 2017 and has held it in 35 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Capital Advisors Ltd held 16,665 shares of iShares Core MSCI Emerging Markets ETF worth $1.38M as of Q2 2026.
Capital Advisors Ltd bought 11 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $877.
iShares Core MSCI Emerging Markets ETF made up 0.14% of Capital Advisors Ltd's portfolio in Q2 2026, its #101 holding.
Capital Advisors Ltd first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.