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

FORM 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	$50M	Sell	603,991 -196,461	-25%	-$15.7M	5.5%	6
2026 Q1	$55.8M	Buy	800,452 +260,335	+48%	+$18.8M	6.54%	4
2025 Q4	$36.3M	Buy	+540,117	New	+$36.2M	4.25%	8
2025 Q2	$33.9M	Buy	564,864 +48,487	+9%	+$2.71M	4.1%	8
2025 Q1	$27.9M	Buy	+516,377	New	+$27.8M	3.79%	8

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

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

FORM Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q2 2026, selling an estimated $15.7M and leaving 603,991 shares worth $50M. The position accounts for 5.5% of the portfolio, ranked #6.

FORM Wealth Advisors first reported a position in IEMG in Q1 2025 and has held it in 5 quarters since. The position peaked at $55.8M in Q1 2026. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

FORM Wealth Advisors held 603,991 shares of iShares Core MSCI Emerging Markets ETF worth $50M as of Q2 2026.
FORM Wealth Advisors sold 196,461 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.7M.
iShares Core MSCI Emerging Markets ETF made up 5.5% of FORM Wealth Advisors's portfolio in Q2 2026, its #6 holding.
FORM Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $55.8M in Q1 2026.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.