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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Heartwood Wealth Advisors opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026: 2,587 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in IEMG as recently as Q3 2025.

Heartwood Wealth Advisors first reported a position in IEMG in Q4 2022 and has held it in 3 quarters since. The position peaked at $358K in Q4 2022. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Heartwood Wealth Advisors held 2,587 shares of iShares Core MSCI Emerging Markets ETF worth $214K as of Q2 2026.
  • iShares Core MSCI Emerging Markets ETF was a new Heartwood Wealth Advisors position in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 3 quarters since.
  • Heartwood Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $358K in Q4 2022.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.