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

CWS Financial 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	$653K	Buy	7,887 +51	+0.7%	+$4.07K	0.15%	85
2026 Q1	$547K	Sell	7,836 -5,309	-40%	-$383K	0.14%	89
2025 Q4	$884K	Buy	13,145 +146	+1%	+$9.79K	0.24%	56
2025 Q3	$857K	Buy	12,999 +380	+3%	+$23.7K	0.24%	56
2025 Q2	$758K	Buy	12,619 +98	+0.8%	+$5.47K	0.22%	56
2025 Q1	$676K	Sell	12,521 -134	-1%	-$7.21K	0.21%	57
2024 Q4	$661K	Buy	12,655 +306	+2%	+$16.9K	0.21%	52
2024 Q3	$709K	Hold	12,349	–	–	0.25%	47
2024 Q2	$661K	Buy	12,349 +739	+6%	+$39K	0.26%	44
2024 Q1	$599K	Buy	11,610 +270	+2%	+$13.5K	0.25%	45
2023 Q4	$574K	Buy	11,340 +133	+1%	+$6.44K	0.22%	70
2023 Q3	$533K	Hold	11,207	–	–	0.21%	72
2023 Q2	$552K	Sell	11,207 -118	-1%	-$5.76K	0.21%	72
2023 Q1	$553K	Sell	11,325 -2,262	-17%	-$111K	0.22%	73
2022 Q4	$874K	Buy	13,587 +381	+3%	+$17.3K	0.38%	49
2022 Q3	$568K	Hold	13,206	–	–	0.27%	64
2022 Q2	$648K	Sell	13,206 -62	-0.5%	-$3.2K	0.3%	61
2022 Q1	$737K	Sell	13,268 -619	-4%	-$35.8K	0.28%	62
2021 Q4	$831K	Buy	+13,887	New	+$857K	0.29%	62
2021 Q2	$930K	Buy	13,877 +290	+2%	+$19.1K	0.37%	45
2021 Q1	$874K	Buy	13,587 +735	+6%	+$48.4K	0.38%	49
2020 Q4	$797K	Buy	12,852 +354	+3%	+$20.4K	0.46%	45
2020 Q3	$660K	Hold	12,498	–	–	0.44%	46
2020 Q2	$595K	Buy	+12,498	New	+$558K	0.43%	49

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

CWS Financial Advisors's IEMG Position: Q2 2026 in Review

CWS Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.65% in Q2 2026, buying an estimated $4.07K and bringing the position to 7,887 shares worth $653K. The position accounts for 0.15% of the portfolio, ranked #85.

CWS Financial Advisors first reported a position in IEMG in Q2 2020 and has held it in 24 quarters since. The position peaked at $930K in Q2 2021. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

CWS Financial Advisors held 7,887 shares of iShares Core MSCI Emerging Markets ETF worth $653K as of Q2 2026.
CWS Financial Advisors bought 51 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.07K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of CWS Financial Advisors's portfolio in Q2 2026, its #85 holding.
CWS Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
CWS Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $930K in Q2 2021.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.