HWA
IEMG icon

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

HCR 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 		$22.2M Buy
267,622
+3,748
+1% +$299K 1.98% 9
2026
Q1 		$18.4M Buy
263,874
+5,152
+2% +$372K 1.91% 8
2025
Q4 		$17.4M Buy
258,722
+9,256
+4% +$621K 1.72% 10
2025
Q3 		$16.7M Buy
249,466
+14,692
+6% +$916K 1.72% 10
2025
Q2 		$14.1M Buy
234,774
+12,066
+5% +$673K 1.66% 12
2025
Q1 		$12M Buy
222,708
+15,907
+8% +$856K 1.56% 11
2024
Q4 		$10.8M Buy
206,801
+10,378
+5% +$575K 1.35% 13
2024
Q3 		$11.3M Buy
196,423
+176,943
+908% +$9.58M 1.48% 12
2024
Q2 		$1.04M Hold
19,480
– – 0.15% 94
2024
Q1 		$1.01M Sell
19,480
-612
-3% -$30.6K 0.15% 94
2023
Q4 		$1.02M Buy
20,092
+14,299
+247% +$693K 0.16% 86
2023
Q3 		$276K Sell
5,793
-1,026
-15% -$50.8K 0.06% 134
2023
Q2 		$336K Sell
6,819
-9
-0.1% -$440 0.06% 133
2023
Q1 		$333K Buy
+6,828
New +$335K 0.07% 133
2021
Q4 		– Sell
-3,397
Closed -$210K – 205
2021
Q3 		$210K Buy
+3,397
New +$216K 0.04% 188

Other funds holding IEMG

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return