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Encompass Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Encompass Wealth 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 		$8.52M Buy
102,790
+4,187
+4% +$334K 2.59% 8
2026
Q1 		$6.88M Buy
98,603
+1,811
+2% +$131K 2.39% 11
2025
Q4 		$6.51M Buy
96,792
+4,285
+5% +$287K 2.21% 12
2025
Q3 		$6.1M Buy
92,507
+2,398
+3% +$150K 2.08% 12
2025
Q2 		$5.41M Buy
90,109
+3,352
+4% +$187K 1.98% 12
2025
Q1 		$4.68M Buy
86,757
+5,806
+7% +$313K 1.91% 13
2024
Q4 		$4.23M Buy
80,951
+6,780
+9% +$375K 1.71% 13
2024
Q3 		$4.26M Buy
74,171
+1,994
+3% +$108K 1.07% 19
2024
Q2 		$3.86M Buy
72,177
+2,157
+3% +$114K 1.02% 20
2024
Q1 		$3.61M Buy
70,020
+2,296
+3% +$115K 0.96% 20
2023
Q4 		$3.43M Buy
67,724
+3,337
+5% +$162K 1.03% 20
2023
Q3 		$3.06M Buy
64,387
+4,444
+7% +$220K 1.02% 21
2023
Q2 		$2.95M Buy
59,943
+1,634
+3% +$79.8K 0.96% 22
2023
Q1 		$2.84M Sell
58,309
-59
-0.1% -$2.89K 0.97% 23
2022
Q4 		$2.73M Buy
58,368
+3,238
+6% +$147K 0.99% 23
2022
Q3 		$2.37M Sell
55,130
-8,695
-14% -$417K 0.9% 23
2022
Q2 		$3.13M Sell
63,825
-17,599
-22% -$909K 1.11% 21
2022
Q1 		$4.52M Buy
81,424
+5,471
+7% +$316K 1.14% 21
2021
Q4 		$4.55M Buy
75,953
+6,681
+10% +$412K 1.11% 21
2021
Q3 		$4.28M Buy
69,272
+2,645
+4% +$168K 1.12% 21
2021
Q2 		$4.46M Sell
66,627
-2,983
-4% -$197K 1.1% 20
2021
Q1 		$4.45M Buy
69,610
+25,885
+59% +$1.7M 1.14% 18
2020
Q4 		$2.71M Buy
+43,725
New +$2.52M 1.56% 12

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

Encompass Wealth Advisors's IEMG Position: Q2 2026 in Review

Encompass Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.2% in Q2 2026, buying an estimated $334K and bringing the position to 102,790 shares worth $8.52M. The position accounts for 2.59% of the portfolio, ranked #8.

Encompass Wealth Advisors first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Encompass Wealth Advisors held 102,790 shares of iShares Core MSCI Emerging Markets ETF worth $8.52M as of Q2 2026.
  • Encompass Wealth Advisors bought 4,187 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $334K.
  • iShares Core MSCI Emerging Markets ETF made up 2.59% of Encompass Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Encompass Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.