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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$41.8M Sell
504,998
-79,265
-14% -$6.32M 0.55% 30
2026
Q1 		$40.8M Sell
584,263
-26,057
-4% -$1.88M 0.6% 30
2025
Q4 		$41M Sell
610,320
-38,732
-6% -$2.6M 0.62% 32
2025
Q3 		$42.8M Sell
649,052
-44,055
-6% -$2.75M 0.68% 30
2025
Q2 		$41.6M Sell
693,107
-92,648
-12% -$5.17M 0.7% 30
2025
Q1 		$42.4M Sell
785,755
-87,084
-10% -$4.69M 0.79% 28
2024
Q4 		$45.6M Sell
872,839
-19,157
-2% -$1.06M 0.88% 27
2024
Q3 		$51.2M Buy
891,996
+2,326
+0.3% +$126K 1.18% 26
2024
Q2 		$47.6M Sell
889,670
-1,295
-0.1% -$68.3K 1.02% 27
2024
Q1 		$46M Buy
890,965
+49,896
+6% +$2.5M 1.05% 27
2023
Q4 		$42.5M Buy
841,069
+6,834
+0.8% +$331K 1.06% 26
2023
Q3 		$39.7M Buy
834,235
+1,293
+0.2% +$64K 1.11% 26
2023
Q2 		$41.1M Buy
832,942
+10,355
+1% +$506K 1.15% 26
2023
Q1 		$40.1M Buy
822,587
+11,877
+1% +$583K 1.18% 27
2022
Q4 		$37.9M Buy
+810,710
New +$36.9M 1.41% 20
2022
Q3 		– Sell
-788,005
Closed -$38.7M – 116
2022
Q2 		$38.7M Buy
788,005
+30,166
+4% +$1.56M 1.61% 19
2022
Q1 		$42.1M Buy
757,839
+97,240
+15% +$5.62M 1.5% 22
2021
Q4 		$39.5M Buy
660,599
+11,587
+2% +$715K 1.44% 22
2021
Q3 		$40.1M Buy
649,012
+28,448
+5% +$1.81M 1.57% 21
2021
Q2 		$41.6M Buy
620,564
+15,739
+3% +$1.04M 1.7% 18
2021
Q1 		$38.9M Sell
604,825
-38,585
-6% -$2.54M 1.84% 18
2020
Q4 		$39.9M Sell
643,410
-11,854
-2% -$683K 1.96% 15
2020
Q3 		$34.6M Sell
655,264
-27,024
-4% -$1.42M 1.95% 16
2020
Q2 		$32.5M Buy
+682,288
New +$30.4M 1.98% 14
2019
Q4 		$37.2M Buy
692,465
+46,429
+7% +$2.39M 2.96% 9
2019
Q3 		$31.7M Buy
646,036
+56,415
+10% +$2.8M 2.77% 8
2019
Q2 		$30.3M Buy
589,621
+31,189
+6% +$1.59M 3.04% 8
2019
Q1 		$28.9M Buy
558,432
+35,872
+7% +$1.82M 3.16% 8
2018
Q4 		$24.6M Buy
522,560
+7,534
+1% +$364K 2.45% 14
2018
Q3 		$26.7M Buy
515,026
+27,787
+6% +$1.45M 2.49% 13
2018
Q2 		$25.6M Buy
487,239
+10,635
+2% +$596K 2.5% 13
2018
Q1 		$27.8M Buy
476,604
+11,831
+3% +$700K 2.78% 12
2017
Q4 		$26.4M Sell
464,773
-6,796
-1% -$379K 2.72% 12
2017
Q3 		$25.5M Sell
471,569
-3,449
-0.7% -$183K 2.7% 12
2017
Q2 		$23.8M Sell
475,018
-1,099
-0.2% -$54.2K 2.65% 13
2017
Q1 		$22.8M Sell
476,117
-6,485
-1% -$299K 2.55% 15
2016
Q4 		$20.5M Buy
482,602
+24,406
+5% +$1.07M 2.34% 15
2016
Q3 		$20.9M Buy
458,196
+31,264
+7% +$1.39M 2.55% 12
2016
Q2 		$17.9M Buy
426,932
+11,218
+3% +$460K 2.58% 11
2016
Q1 		$17.3M Buy
415,714
+94,000
+29% +$3.56M 2.72% 11
2015
Q4 		$12.7M Buy
321,714
+79,728
+33% +$3.32M 2.13% 10
2015
Q3 		$9.65M Buy
241,986
+128,429
+113% +$5.5M 1.81% 15
2015
Q2 		$5.46M Buy
+113,557
New +$5.75M 1.09% 20

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IEMG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q2 2026, selling an estimated $6.32M and leaving 504,998 shares worth $41.8M. The position accounts for 0.55% of the portfolio, ranked #30.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IEMG in Q2 2015 and has held it in 43 quarters since. The position peaked at $51.2M in Q3 2024. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 504,998 shares of iShares Core MSCI Emerging Markets ETF worth $41.8M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 79,265 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.32M.
  • iShares Core MSCI Emerging Markets ETF made up 0.55% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2015 and has held it in 43 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $51.2M in Q3 2024.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.