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

Genesis 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	$325K	Sell	3,928 -79	-2%	-$6.3K	0.19%	52
2026 Q1	$279K	Hold	4,007	–	–	0.19%	51
2025 Q4	$269K	Hold	4,007	–	–	0.18%	52
2025 Q3	$264K	Hold	4,007	–	–	0.19%	51
2025 Q2	$241K	Buy	4,007 +98	+3%	+$5.47K	0.18%	53
2025 Q1	$211K	Sell	3,909 -45	-1%	-$2.42K	0.17%	57
2024 Q4	$206K	Buy	+3,954	New	+$219K	0.18%	58
2015 Q2	$811K	Buy	16,877 +14,319	+560%	+$725K	0.66%	23
2015 Q1	$125K	Buy	2,558 +1,850	+261%	+$88.6K	0.1%	95
2014 Q4	$34.7K	Buy	+708	New	+$34.6K	0.03%	255

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

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

Genesis Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2% in Q2 2026, selling an estimated $6.3K and leaving 3,928 shares worth $325K. The position accounts for 0.19% of the portfolio, ranked #52.

Genesis Wealth Advisors first reported a position in IEMG in Q4 2014 and has held it in 10 quarters since. The position peaked at $811K in Q2 2015. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Genesis Wealth Advisors held 3,928 shares of iShares Core MSCI Emerging Markets ETF worth $325K as of Q2 2026.
Genesis Wealth Advisors sold 79 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.3K.
iShares Core MSCI Emerging Markets ETF made up 0.19% of Genesis Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Genesis Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $811K in Q2 2015.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.