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

Heritage Wealth Architects’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 		$236K Hold
2,860
– – 0.1% 66
2026
Q2 		$224K Hold
2,860
– – 0.09% 72
2026
Q1 		$225K Sell
2,860
-126
-4% -$9.09K 0.09% 70
2025
Q4 		$216K Buy
+2,986
New +$200K 0.1% 71

Other funds holding IEMG

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

Heritage Wealth Architects's IEMG Position: Q3 2026 in Review

Heritage Wealth Architects held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2026 at 2,860 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #66.

Heritage Wealth Architects first reported a position in IEMG in Q4 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Heritage Wealth Architects held 2,860 shares of iShares Core MSCI Emerging Markets ETF worth $236K as of Q3 2026.
  • Heritage Wealth Architects left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.1% of Heritage Wealth Architects's portfolio in Q3 2026, its #66 holding.
  • Heritage Wealth Architects first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.