High Net Worth Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

High Net Worth Advisory Group’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	$2.64M	Sell	31,809 -1,347	-4%	-$107K	0.56%	46
2026 Q1	$2.31M	Sell	33,156 -551	-2%	-$39.8K	0.54%	46
2025 Q4	$2.27M	Buy	33,707 +471	+1%	+$31.6K	0.52%	49
2025 Q3	$2.19M	Sell	33,236 -441	-1%	-$27.5K	0.53%	49
2025 Q2	$2.02M	Sell	33,677 -842	-2%	-$47K	0.54%	48
2025 Q1	$1.86M	Buy	34,519 +784	+2%	+$42.2K	0.53%	49
2024 Q4	$1.76M	Buy	33,735 +912	+3%	+$50.5K	0.49%	51
2024 Q3	$1.88M	Buy	32,823 +865	+3%	+$46.8K	0.52%	49
2024 Q2	$1.71M	Buy	31,958 +422	+1%	+$22.3K	0.52%	49
2024 Q1	$1.63M	Buy	31,536 +366	+1%	+$18.3K	0.51%	50
2023 Q4	$1.58M	Sell	31,170 -96	-0.3%	-$4.65K	0.59%	44
2023 Q3	$1.49M	Buy	31,266 +827	+3%	+$40.9K	0.6%	46
2023 Q2	$1.5M	Sell	30,439 -1,147	-4%	-$56K	0.58%	46
2023 Q1	$1.54M	Sell	31,586 -769	-2%	-$37.7K	0.63%	44
2022 Q4	$1.51M	Sell	32,355 -908	-3%	-$41.3K	0.59%	47
2022 Q3	$1.43M	Buy	33,263 +349	+1%	+$16.7K	0.61%	44
2022 Q2	$1.61M	Buy	32,914 +2,638	+9%	+$136K	0.67%	41
2022 Q1	$1.68M	Buy	30,276 +2,448	+9%	+$141K	0.61%	42
2021 Q4	$1.67M	Buy	+27,828	New	+$1.72M	0.58%	40

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

High Net Worth Advisory Group's IEMG Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q2 2026, selling an estimated $107K and leaving 31,809 shares worth $2.64M. The position accounts for 0.56% of the portfolio, ranked #46.

High Net Worth Advisory Group first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

High Net Worth Advisory Group held 31,809 shares of iShares Core MSCI Emerging Markets ETF worth $2.64M as of Q2 2026.
High Net Worth Advisory Group sold 1,347 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $107K.
iShares Core MSCI Emerging Markets ETF made up 0.56% of High Net Worth Advisory Group's portfolio in Q2 2026, its #46 holding.
High Net Worth Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.