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Great Valley Advisor Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Great Valley Advisor Group’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 		$4.68M Buy
67,136
+23,202
+53% +$1.67M 0.09% 207
2025
Q4 		$2.95M Buy
43,934
+4,850
+12% +$325K 0.06% 272
2025
Q3 		$2.58M Buy
39,084
+4,244
+12% +$265K 0.05% 287
2025
Q2 		$2.09M Buy
34,840
+680
+2% +$37.9K 0.05% 310
2025
Q1 		$1.84M Buy
34,160
+730
+2% +$39.3K 0.04% 325
2024
Q4 		$1.75M Buy
33,430
+392
+1% +$21.7K 0.04% 341
2024
Q3 		$1.9M Buy
33,038
+7,094
+27% +$384K 0.05% 317
2024
Q2 		$1.39M Buy
25,944
+2,964
+13% +$156K 0.04% 328
2024
Q1 		$1.19M Sell
22,980
-5,553
-19% -$278K 0.04% 346
2023
Q4 		$1.44M Sell
28,533
-2,720
-9% -$132K 0.05% 287
2023
Q3 		$1.49M Sell
31,253
-2,395
-7% -$119K 0.06% 259
2023
Q2 		$1.66M Sell
33,648
-2,490
-7% -$122K 0.07% 240
2023
Q1 		$1.76M Buy
36,138
+1,777
+5% +$87.2K 0.08% 226
2022
Q4 		$1.6M Sell
34,361
-624
-2% -$28.4K 0.08% 246
2022
Q3 		$1.5M Sell
34,985
-1,489
-4% -$71.4K 0.08% 235
2022
Q2 		$1.79M Buy
36,474
+6,149
+20% +$318K 0.1% 206
2022
Q1 		$1.69M Buy
30,325
+3,323
+12% +$192K 0.1% 213
2021
Q4 		$1.62M Buy
27,002
+1,715
+7% +$106K 0.1% 210
2021
Q3 		$1.56M Buy
25,287
+1,203
+5% +$76.6K 0.11% 203
2021
Q2 		$1.61M Buy
24,084
+10,666
+79% +$703K 0.12% 188
2021
Q1 		$864K Buy
13,418
+1,728
+15% +$114K 0.08% 213
2020
Q4 		$725K Buy
11,690
+671
+6% +$38.7K 0.08% 222
2020
Q3 		$582K Sell
11,019
-884
-7% -$46.3K 0.07% 225
2020
Q2 		$567K Buy
11,903
+1,516
+15% +$67.7K 0.09% 214
2020
Q1 		$420K Buy
10,387
+337
+3% +$16.6K 0.11% 193
2019
Q4 		$541K Buy
10,050
+2,246
+29% +$116K 0.12% 194
2019
Q3 		$383K Buy
7,804
+1,414
+22% +$70.1K 0.09% 234
2019
Q2 		$329K Buy
6,390
+2,040
+47% +$104K 0.08% 236
2019
Q1 		$226K Buy
+4,350
New +$220K 0.07% 266

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Valley Advisor Group's IEMG Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 53% in Q1 2026, buying an estimated $1.67M and bringing the position to 67,136 shares worth $4.68M. The position accounts for 0.09% of the portfolio, ranked #207.

Great Valley Advisor Group first reported a position in IEMG in Q1 2019 and has held it in 29 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Great Valley Advisor Group held 67,136 shares of iShares Core MSCI Emerging Markets ETF worth $4.68M as of Q1 2026.
  • Great Valley Advisor Group bought 23,202 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.67M.
  • iShares Core MSCI Emerging Markets ETF made up 0.09% of Great Valley Advisor Group's portfolio in Q1 2026, its #207 holding.
  • Great Valley Advisor Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.