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

Heartwood 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 Q3	–	Sell	-2,587	Closed	-$214K	–	227
2026 Q2	$214K	Buy	+2,587	New	+$206K	0.02%	225
2025 Q4	–	Sell	-1,170	Closed	-$77.1K	–	392
2025 Q3	$77.1K	Buy	+1,170	New	+$73K	0.01%	280
2023 Q1	–	Sell	-7,671	Closed	-$358K	–	135
2022 Q4	$358K	Buy	+7,671	New	+$349K	0.06%	97

Other funds holding IEMG

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Heartwood Wealth Advisors's IEMG Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2026, closing a stake of 2,587 shares — an estimated $214K sold.

Heartwood Wealth Advisors first reported a position in IEMG in Q4 2022 and held it in 3 quarters. The position peaked at $358K in Q4 2022. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Heartwood Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 2,587 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $214K.
Heartwood Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 3 quarters.
Heartwood Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $358K in Q4 2022.
141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.