Guardian Wealth Advisors (North Carolina)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$760K	Sell	10,891 -2,693	-20%	-$194K	0.05%	172
2025 Q4	$913K	Sell	13,584 -507	-4%	-$34K	0.06%	164
2025 Q3	$929K	Sell	14,091 -3,620	-20%	-$226K	0.06%	153
2025 Q2	$1.06M	Sell	17,711 -147,580	-89%	-$8.24M	0.07%	136
2025 Q1	$8.92M	Buy	165,291 +8,447	+5%	+$455K	0.71%	30
2024 Q4	$8.19M	Buy	+156,844	New	+$8.69M	0.65%	34
2022 Q2	–	Sell	-30,885	Closed	-$1.72M	–	363
2022 Q1	$1.72M	Buy	30,885 +6,835	+28%	+$395K	0.74%	21
2021 Q4	$1.44M	Buy	+24,050	New	+$1.48M	0.62%	37

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

Guardian Wealth Advisors (North Carolina)'s IEMG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q1 2026, selling an estimated $194K and leaving 10,891 shares worth $760K. The position accounts for 0.05% of the portfolio, ranked #172.

Guardian Wealth Advisors (North Carolina) first reported a position in IEMG in Q4 2021 and has held it in 8 quarters since. The position peaked at $8.92M in Q1 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 10,891 shares of iShares Core MSCI Emerging Markets ETF worth $760K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 2,693 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $194K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #172 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Core MSCI Emerging Markets ETF position peaked at $8.92M in Q1 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.