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

Capital Advisors Wealth Management’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 Q3	$19.9M	Buy	244,636 +24,084	+11%	+$1.94M	2.24%	10
2026 Q2	$18.3M	Buy	220,552 +21,560	+11%	+$1.72M	2.15%	11
2026 Q1	$13.9M	Buy	198,992 +190,591	+2,269%	+$13.8M	1.86%	15
2025 Q4	$565K	Buy	8,401 +2,247	+37%	+$151K	0.08%	121
2025 Q3	$406K	Buy	+6,154	New	+$384K	0.06%	136

Other funds holding IEMG

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Capital Advisors Wealth Management's IEMG Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q3 2026, buying an estimated $1.94M and bringing the position to 244,636 shares worth $19.9M. The position accounts for 2.24% of the portfolio, ranked #10.

Capital Advisors Wealth Management first reported a position in IEMG in Q3 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Capital Advisors Wealth Management held 244,636 shares of iShares Core MSCI Emerging Markets ETF worth $19.9M as of Q3 2026.
Capital Advisors Wealth Management bought 24,084 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $1.94M.
iShares Core MSCI Emerging Markets ETF made up 2.24% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #10 holding.
Capital Advisors Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2025 and has held it in 5 quarters since.
141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.