Elevate Wealth Advisory’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Elevate Wealth Advisory’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	$7.13M	Sell	86,115 -3,310	-4%	-$264K	4.07%	8
2026 Q1	$6.24M	Buy	89,425 +4,386	+5%	+$317K	3.94%	8
2025 Q4	$5.72M	Buy	85,039 +104	+0.1%	+$6.98K	3.91%	8
2025 Q3	$5.6M	Sell	84,935 -570	-0.7%	-$35.6K	4.07%	6
2025 Q2	$5.13M	Sell	85,505 -8,056	-9%	-$450K	3.65%	8
2025 Q1	$5.05M	Buy	93,561 +3,822	+4%	+$206K	3.58%	8
2024 Q4	$4.69M	Buy	89,739 +3,237	+4%	+$179K	3.51%	8
2024 Q3	$4.97M	Buy	86,502 +1,145	+1%	+$62K	3.69%	8
2024 Q2	$4.57M	Buy	85,357 +6,756	+9%	+$356K	3.71%	7
2024 Q1	$4.06M	Buy	78,601 +7,990	+11%	+$400K	3.53%	9
2023 Q4	$3.57M	Buy	+70,611	New	+$3.42M	3.27%	9

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

Elevate Wealth Advisory's IEMG Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.7% in Q2 2026, selling an estimated $264K and leaving 86,115 shares worth $7.13M. The position accounts for 4.07% of the portfolio, ranked #8.

Elevate Wealth Advisory first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. 2,410 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Elevate Wealth Advisory held 86,115 shares of iShares Core MSCI Emerging Markets ETF worth $7.13M as of Q2 2026.
Elevate Wealth Advisory sold 3,310 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $264K.
iShares Core MSCI Emerging Markets ETF made up 4.07% of Elevate Wealth Advisory's portfolio in Q2 2026, its #8 holding.
Elevate Wealth Advisory first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,410 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.