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

Compass Ion 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 		$480K Sell
5,792
-587
-9% -$46.8K 0.04% 193
2026
Q1 		$445K Buy
6,379
+71
+1% +$5.12K 0.04% 189
2025
Q4 		$424K Sell
6,308
-1,239
-16% -$83.1K 0.04% 190
2025
Q3 		$497K Hold
7,547
– – 0.05% 178
2025
Q2 		$453K Sell
7,547
-62
-0.8% -$3.46K 0.05% 178
2025
Q1 		$411K Sell
7,609
-1,376
-15% -$74.1K 0.05% 182
2024
Q4 		$469K Sell
8,985
-525
-6% -$29.1K 0.06% 168
2024
Q3 		$546K Sell
9,510
-389
-4% -$21.1K 0.07% 154
2024
Q2 		$511K Hold
9,899
– – 0.07% 146
2024
Q1 		$511K Hold
9,899
– – 0.07% 147
2023
Q4 		$501K Sell
9,899
-1,501
-13% -$72.7K 0.08% 144
2023
Q3 		$543K Buy
+11,400
New +$564K 0.09% 134
2022
Q1 		– Sell
-6,485
Closed -$388K – 98
2021
Q4 		$388K Buy
+6,485
New +$400K 0.12% 63

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Ion Advisors's IEMG Position: Q2 2026 in Review

Compass Ion Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.2% in Q2 2026, selling an estimated $46.8K and leaving 5,792 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #193.

Compass Ion Advisors first reported a position in IEMG in Q4 2021 and has held it in 13 quarters since. The position peaked at $546K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Compass Ion Advisors held 5,792 shares of iShares Core MSCI Emerging Markets ETF worth $480K as of Q2 2026.
  • Compass Ion Advisors sold 587 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $46.8K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of Compass Ion Advisors's portfolio in Q2 2026, its #193 holding.
  • Compass Ion Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 13 quarters since.
  • Compass Ion Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $546K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.