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

Heritage 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	$96.1M	Buy	1,159,805 +156,884	+16%	+$12.5M	3.3%	5
2026 Q1	$70M	Buy	1,002,921 +106,482	+12%	+$7.69M	2.73%	6
2025 Q4	$60.3M	Buy	896,439 +18,103	+2%	+$1.21M	2.3%	15
2025 Q3	$57.9M	Buy	878,336 +30,581	+4%	+$1.91M	2.53%	12
2025 Q2	$50.9M	Buy	847,755 +2,747	+0.3%	+$153K	2.42%	13
2025 Q1	$45.6M	Sell	845,008 -2,667	-0.3%	-$144K	2.31%	17
2024 Q4	$44.3M	Buy	847,675 +17,008	+2%	+$942K	2.19%	20
2024 Q3	$47.7M	Buy	830,667 +5,603	+0.7%	+$303K	2.24%	18
2024 Q2	$44.2M	Buy	825,064 +17,957	+2%	+$947K	1.99%	17
2024 Q1	$41.6M	Buy	807,107 +19,774	+3%	+$990K	1.9%	22
2023 Q4	$39.8M	Sell	787,333 -91,748	-10%	-$4.44M	1.98%	17
2023 Q3	$41.8M	Buy	879,081 +3,908	+0.4%	+$193K	2.28%	13
2023 Q2	$43.1M	Buy	875,173 +17,995	+2%	+$879K	2.28%	12
2023 Q1	$41.8M	Buy	857,178 +32,295	+4%	+$1.58M	2.33%	11
2022 Q4	$38.5M	Sell	824,883 -165,371	-17%	-$7.52M	2.23%	13
2022 Q3	$42.6M	Buy	990,254 +34,219	+4%	+$1.64M	3.09%	6
2022 Q2	$46.9M	Sell	956,035 -104,099	-10%	-$5.38M	3.26%	5
2022 Q1	$58.9M	Buy	1,060,134 +567,659	+115%	+$32.8M	3.26%	4
2021 Q4	$29.5M	Buy	492,475 +37,835	+8%	+$2.33M	1.62%	9
2021 Q3	$28.1M	Buy	454,640 +44,997	+11%	+$2.86M	1.72%	7
2021 Q2	$27.4M	Buy	409,643 +96,474	+31%	+$6.36M	1.69%	7
2021 Q1	$20.2M	Buy	313,169 +36,592	+13%	+$2.41M	1.22%	9
2020 Q4	$17.2M	Buy	276,577 +810	+0.3%	+$46.7K	1.07%	8
2020 Q3	$14.6M	Sell	275,767 -11,886	-4%	-$623K	1.88%	9
2020 Q2	$13.7M	Sell	287,653 -32,896	-10%	-$1.47M	1.92%	10
2020 Q1	$13M	Sell	320,549 -11,876	-4%	-$583K	2.32%	6
2019 Q4	$17.9M	Buy	332,425 +57,909	+21%	+$2.98M	2.36%	8
2019 Q3	$13.5M	Buy	274,516 +1,928	+0.7%	+$95.6K	1.98%	9
2019 Q2	$14M	Buy	272,588 +51,834	+23%	+$2.65M	2.15%	9
2019 Q1	$11.4M	Buy	+220,754	New	+$11.2M	1.88%	9

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Heritage Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 16% in Q2 2026, buying an estimated $12.5M and bringing the position to 1,159,805 shares worth $96.1M. The position accounts for 3.3% of the portfolio, ranked #5.

Heritage Wealth Advisors first reported a position in IEMG in Q1 2019 and has held it in 30 quarters since. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Heritage Wealth Advisors held 1,159,805 shares of iShares Core MSCI Emerging Markets ETF worth $96.1M as of Q2 2026.
Heritage Wealth Advisors bought 156,884 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $12.5M.
iShares Core MSCI Emerging Markets ETF made up 3.3% of Heritage Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Heritage Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 30 quarters since.
2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.