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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

High Net Worth Advisory Group's IEMG Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.6% in Q1 2026, selling an estimated $39.8K and leaving 33,156 shares worth $2.31M. The position accounts for 0.54% of the portfolio, ranked #46.

High Net Worth Advisory Group first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

High Net Worth Advisory Group held 33,156 shares of iShares Core MSCI Emerging Markets ETF worth $2.31M as of Q1 2026.
High Net Worth Advisory Group sold 551 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $39.8K.
iShares Core MSCI Emerging Markets ETF made up 0.54% of High Net Worth Advisory Group's portfolio in Q1 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 18 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.