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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWS Financial Advisors's IEMG Position: Q1 2026 in Review

CWS Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 40% in Q1 2026, selling an estimated $383K and leaving 7,836 shares worth $547K. The position accounts for 0.14% of the portfolio, ranked #89.

CWS Financial Advisors first reported a position in IEMG in Q2 2020 and has held it in 23 quarters since. The position peaked at $930K in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

CWS Financial Advisors held 7,836 shares of iShares Core MSCI Emerging Markets ETF worth $547K as of Q1 2026.
CWS Financial Advisors sold 5,309 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $383K.
iShares Core MSCI Emerging Markets ETF made up 0.14% of CWS Financial Advisors's portfolio in Q1 2026, its #89 holding.
CWS Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 23 quarters since.
CWS Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $930K in Q2 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.