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

Fortis 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 Q1	$2.2M	Buy	31,475 +6,875	+28%	+$496K	1.1%	27
2025 Q4	$1.65M	Buy	24,600 +2,987	+14%	+$200K	0.9%	30
2025 Q3	$1.42M	Buy	21,613 +10,500	+94%	+$655K	0.8%	32
2025 Q2	$667K	Buy	+11,113	New	+$620K	0.43%	46
2023 Q2	–	Sell	-1,295	Closed	-$63.2K	–	162
2023 Q1	$63.2K	Buy	1,295 +1,185	+1,077%	+$58.1K	0.04%	149
2022 Q4	$5.14K	Buy	+110	New	+$5K	﹤0.01%	220
2021 Q3	–	Sell	-372,866	Closed	-$373K	–	256
2021 Q2	$373K	Buy	+372,866	New	+$24.6M	0.22%	72
2021 Q1	–	Sell	-985	Closed	-$61K	–	237
2020 Q4	$61K	Buy	+985	New	+$56.8K	0.05%	105
2020 Q2	–	Sell	-1,634	Closed	-$66K	–	237
2020 Q1	$66K	Buy	+1,634	New	+$80.2K	0.04%	170
2019 Q3	–	Sell	-800	Closed	-$41K	–	325
2019 Q2	$41K	Hold	800	–	–	0.02%	250
2019 Q1	$41K	Hold	800	–	–	0.02%	234
2018 Q4	$38K	Hold	800	–	–	0.02%	233
2018 Q3	$41K	Sell	800 -174	-18%	-$9.08K	0.02%	220
2018 Q2	$51K	Buy	974 +800	+460%	+$44.9K	0.03%	203
2018 Q1	$10K	Hold	174	–	–	0.01%	243
2017 Q4	$10K	Sell	174 -87	-33%	-$4.86K	0.01%	233
2017 Q3	$14K	Buy	+261	New	+$13.8K	0.01%	218

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortis Advisors's IEMG Position: Q1 2026 in Review

Fortis Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 28% in Q1 2026, buying an estimated $496K and bringing the position to 31,475 shares worth $2.2M. The position accounts for 1.1% of the portfolio, ranked #27.

Fortis Advisors first reported a position in IEMG in Q3 2017 and has held it in 17 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Fortis Advisors held 31,475 shares of iShares Core MSCI Emerging Markets ETF worth $2.2M as of Q1 2026.
Fortis Advisors bought 6,875 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $496K.
iShares Core MSCI Emerging Markets ETF made up 1.1% of Fortis Advisors's portfolio in Q1 2026, its #27 holding.
Fortis Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2017 and has held it in 17 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.