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

HHM 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 		$351K Buy
4,232
+3,141
+288% +$250K 0.04% 154
2026
Q1 		$76.1K Buy
1,091
+729
+201% +$52.6K 0.01% 314
2025
Q4 		$24.3K Buy
362
+34
+10% +$2.28K ﹤0.01% 467
2025
Q3 		$21.6K Hold
328
– – ﹤0.01% 500
2025
Q2 		$19.7K Buy
328
+141
+75% +$7.87K ﹤0.01% 511
2025
Q1 		$10.1K Hold
187
– – ﹤0.01% 590
2024
Q4 		$9.77K Hold
187
– – ﹤0.01% 594
2024
Q3 		$10.7K Sell
187
-184
-50% -$9.96K ﹤0.01% 548
2024
Q2 		$19.9K Sell
371
-36
-9% -$1.9K ﹤0.01% 452
2024
Q1 		$21K Sell
407
-74
-15% -$3.71K ﹤0.01% 403
2023
Q4 		$24.3K Buy
481
+56
+13% +$2.71K ﹤0.01% 390
2023
Q3 		$20.2K Sell
425
-3,423
-89% -$169K ﹤0.01% 399
2023
Q2 		$190K Buy
3,848
+2,063
+116% +$101K 0.04% 142
2023
Q1 		$87.1K Buy
1,785
+1,360
+320% +$66.7K 0.02% 215
2022
Q4 		$19.8K Sell
425
-479
-53% -$21.8K ﹤0.01% 362
2022
Q3 		$39K Hold
904
– – 0.01% 265
2022
Q2 		$44K Buy
904
+58
+7% +$3K 0.01% 295
2022
Q1 		$47K Hold
846
– – 0.01% 317
2021
Q4 		$51K Sell
846
-299
-26% -$18.4K 0.01% 305
2021
Q3 		$71K Buy
1,145
+46
+4% +$2.93K 0.02% 250
2021
Q2 		$74K Buy
1,099
+5
+0.5% +$329 0.02% 243
2021
Q1 		$70K Buy
1,094
+308
+39% +$20.3K 0.02% 232
2020
Q4 		$49K Buy
786
+4
+0.5% +$231 0.02% 261
2020
Q3 		$41K Buy
782
+242
+45% +$12.7K 0.02% 244
2020
Q2 		$26K Buy
540
+40
+8% +$1.78K 0.01% 285
2020
Q1 		$20K Buy
+500
New +$24.6K 0.01% 298

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HHM Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 288% in Q2 2026, buying an estimated $250K and bringing the position to 4,232 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #154.

HHM Wealth Advisors first reported a position in IEMG in Q1 2020 and has held it in 26 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • HHM Wealth Advisors held 4,232 shares of iShares Core MSCI Emerging Markets ETF worth $351K as of Q2 2026.
  • HHM Wealth Advisors bought 3,141 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $250K.
  • iShares Core MSCI Emerging Markets ETF made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • HHM Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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