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 Q2	$2.35M	Sell	28,417 -3,058	-10%	-$244K	1.1%	27
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortis Advisors's IEMG Position: Q2 2026 in Review

Fortis Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.7% in Q2 2026, selling an estimated $244K and leaving 28,417 shares worth $2.35M. 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 18 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Fortis Advisors held 28,417 shares of iShares Core MSCI Emerging Markets ETF worth $2.35M as of Q2 2026.
Fortis Advisors sold 3,058 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $244K.
iShares Core MSCI Emerging Markets ETF made up 1.1% of Fortis Advisors's portfolio in Q2 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 18 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.