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

EverSource 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	$3.18M	Sell	38,361 -13,185	-26%	-$1.05M	0.11%	161
2026 Q1	$3.6M	Buy	51,546 +5,819	+13%	+$420K	0.11%	145
2025 Q4	$3.07M	Sell	45,727 -7	-0%	-$470	0.11%	150
2025 Q3	$3.01M	Buy	45,734 +15,926	+53%	+$993K	0.12%	141
2025 Q2	$1.79M	Buy	29,808 +10,888	+58%	+$608K	0.08%	182
2025 Q1	$1.02M	Buy	18,920 +6,555	+53%	+$353K	0.06%	243
2024 Q4	$646K	Buy	12,365 +3,095	+33%	+$171K	0.04%	316
2024 Q3	$532K	Sell	9,270 -2,295	-20%	-$124K	0.03%	313
2024 Q2	$624K	Buy	11,565 +3,087	+36%	+$163K	0.04%	281
2024 Q1	$438K	Sell	8,478 -8,553	-50%	-$428K	0.03%	291
2023 Q4	$861K	Buy	17,031 +11,336	+199%	+$549K	0.08%	180
2023 Q3	$271K	Sell	5,695 -3,054	-35%	-$151K	0.03%	333
2023 Q2	$431K	Sell	8,749 -2,216	-20%	-$108K	0.05%	250
2023 Q1	$535K	Buy	10,965 +8,799	+406%	+$432K	0.07%	210
2022 Q4	$101K	Buy	2,166 +1,516	+233%	+$68.9K	0.02%	504
2022 Q3	$28K	Sell	650 -28	-4%	-$1.34K	0.01%	793
2022 Q2	$33K	Buy	678 +29	+4%	+$1.5K	0.01%	701
2022 Q1	$36K	Buy	649 +1	+0.2%	+$58	0.01%	526
2021 Q4	$39K	Buy	+648	New	+$40K	0.01%	470

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 26% in Q2 2026, selling an estimated $1.05M and leaving 38,361 shares worth $3.18M. The position accounts for 0.11% of the portfolio, ranked #161.

EverSource Wealth Advisors first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.6M in Q1 2026. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

EverSource Wealth Advisors held 38,361 shares of iShares Core MSCI Emerging Markets ETF worth $3.18M as of Q2 2026.
EverSource Wealth Advisors sold 13,185 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.05M.
iShares Core MSCI Emerging Markets ETF made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #161 holding.
EverSource Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $3.6M in Q1 2026.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.