Elevated Capital Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Elevated Capital 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	$58K	Sell	700 -148	-17%	-$11.8K	0.02%	326
2026 Q1	$59.1K	Buy	848 +385	+83%	+$27.8K	0.01%	328
2025 Q4	$31.1K	Buy	+463	New	+$31.1K	0.01%	370
2024 Q4	–	Sell	-13,895	Closed	-$798K	–	266
2024 Q3	$798K	Sell	13,895 -689	-5%	-$37.3K	0.21%	151
2024 Q2	$781K	Sell	14,584 -777	-5%	-$41K	0.22%	123
2024 Q1	$793K	Sell	15,361 -440	-3%	-$22K	0.23%	108
2023 Q4	$799K	Sell	15,801 -563	-3%	-$27.3K	0.25%	104
2023 Q3	$779K	Sell	16,364 -1,296	-7%	-$64.1K	0.27%	97
2023 Q2	$870K	Sell	17,660 -908	-5%	-$44.3K	0.29%	97
2023 Q1	$906K	Sell	18,568 -805	-4%	-$39.5K	0.32%	92
2022 Q4	$905K	Sell	19,373 -1,166	-6%	-$53K	0.35%	84
2022 Q3	$883K	Buy	+20,539	New	+$984K	0.35%	98
2022 Q1	$2.48M	Buy	+44,634	New	+$2.58M	0.82%	32
2021 Q3	$2.63M	Buy	+42,657	New	+$2.72M	0.91%	25
2021 Q1	$2.89M	Buy	44,375 +38,231	+622%	+$2.52M	1.12%	20
2020 Q4	$381K	Sell	6,144 -637	-9%	-$36.7K	0.17%	139
2020 Q3	$388K	Sell	6,781 -10,801	-61%	-$566K	0.18%	130
2020 Q2	$950K	Buy	+17,582	New	+$785K	0.45%	80

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

Elevated Capital Advisors's IEMG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 17% in Q2 2026, selling an estimated $11.8K and leaving 700 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #326.

Elevated Capital Advisors first reported a position in IEMG in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.89M in Q1 2021. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Elevated Capital Advisors held 700 shares of iShares Core MSCI Emerging Markets ETF worth $58K as of Q2 2026.
Elevated Capital Advisors sold 148 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $11.8K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #326 holding.
Elevated Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 18 quarters since.
Elevated Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.89M in Q1 2021.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.