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Financial Advocates Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$1.95M Sell
29,509
-278,493
-90% -$17.4M 1.09% 31
2025
Q2 		$18.5M Buy
308,002
+59,002
+24% +$3.29M 1.51% 10
2025
Q1 		$13.4M Buy
249,000
+51,937
+26% +$2.8M 0.94% 19
2024
Q4 		$10.3M Buy
197,063
+7,798
+4% +$432K 0.59% 36
2024
Q3 		$10.9M Buy
189,265
+15,549
+9% +$842K 0.61% 34
2024
Q2 		$9.3M Buy
173,716
+16,337
+10% +$861K 0.58% 34
2024
Q1 		$8.12M Buy
157,379
+10,835
+7% +$543K 0.47% 49
2023
Q4 		$7.41M Buy
146,544
+14,694
+11% +$712K 0.48% 49
2023
Q3 		$6.28M Sell
131,850
-15,087
-10% -$747K 0.45% 52
2023
Q2 		$7.24M Sell
146,937
-26,382
-15% -$1.29M 0.52% 44
2023
Q1 		$8.46M Buy
173,319
+27,368
+19% +$1.34M 0.61% 30
2022
Q4 		$6.82M Buy
145,951
+14,609
+11% +$664K 0.51% 44
2022
Q3 		$5.67M Sell
131,342
-15,867
-11% -$761K 0.47% 46
2022
Q2 		$7.22M Sell
147,209
-45,888
-24% -$2.37M 0.59% 29
2022
Q1 		$10.7M Buy
193,097
+759
+0.4% +$43.9K 0.71% 23
2021
Q4 		$11.5M Buy
192,338
+24,993
+15% +$1.54M 0.73% 21
2021
Q3 		$10.3M Buy
167,345
+20,390
+14% +$1.3M 0.7% 21
2021
Q2 		$9.85M Sell
146,955
-1,332
-0.9% -$87.8K 0.66% 25
2021
Q1 		$9.54M Buy
148,287
+9,992
+7% +$657K 0.68% 25
2020
Q4 		$8.55M Buy
138,295
+4,606
+3% +$266K 0.58% 30
2020
Q3 		$7.06M Sell
133,689
-16,530
-11% -$867K 0.6% 29
2020
Q2 		$7.15M Buy
150,219
+17,654
+13% +$788K 0.68% 29
2020
Q1 		$5.36M Buy
132,565
+5,104
+4% +$251K 0.77% 26
2019
Q4 		$6.85M Buy
127,461
+23,344
+22% +$1.2M 0.73% 25
2019
Q3 		$5.1M Buy
104,117
+10,189
+11% +$505K 0.58% 37
2019
Q2 		$4.83M Buy
93,928
+3,719
+4% +$190K 0.56% 40
2019
Q1 		$4.67M Sell
90,209
-12,018
-12% -$609K 0.58% 44
2018
Q4 		$4.82M Buy
102,227
+18,569
+22% +$898K 0.66% 34
2018
Q3 		$4.33M Sell
83,658
-1,834
-2% -$95.7K 0.48% 50
2018
Q2 		$4.45M Buy
85,492
+6,604
+8% +$370K 0.54% 43
2018
Q1 		$4.61M Buy
78,888
+28,876
+58% +$1.71M 0.6% 37
2017
Q4 		$2.85M Buy
+50,012
New +$2.79M 0.39% 63

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.56T AUM 27.86% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Financial Advocates Investment Management's IEMG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 90% in Q3 2025, selling an estimated $17.4M and leaving 29,509 shares worth $1.95M. The position accounts for 1.09% of the portfolio, ranked #31.

Financial Advocates Investment Management first reported a position in IEMG in Q4 2017 and has held it in 32 quarters since. The position peaked at $18.5M in Q2 2025. 1,972 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

  • Financial Advocates Investment Management held 29,509 shares of iShares Core MSCI Emerging Markets ETF worth $1.95M as of Q3 2025.
  • Financial Advocates Investment Management sold 278,493 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $17.4M.
  • iShares Core MSCI Emerging Markets ETF made up 1.09% of Financial Advocates Investment Management's portfolio in Q3 2025, its #31 holding.
  • Financial Advocates Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares Core MSCI Emerging Markets ETF position peaked at $18.5M in Q2 2025.
  • 1,972 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.