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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Heritage Wealth Architects held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 2,860 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #72.

Heritage Wealth Architects first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q1 2026. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Heritage Wealth Architects held 2,860 shares of iShares Core MSCI Emerging Markets ETF worth $224K as of Q2 2026.
  • Heritage Wealth Architects left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.09% of Heritage Wealth Architects's portfolio in Q2 2026, its #72 holding.
  • Heritage Wealth Architects first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Architects's iShares Core MSCI Emerging Markets ETF position peaked at $225K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.