Highland Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Highland Financial 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	$309K	Buy	3,730 +222	+6%	+$17.7K	0.07%	58
2026 Q1	$245K	Sell	3,508 -345	-9%	-$24.9K	0.06%	63
2025 Q4	$259K	Buy	3,853 +7	+0.2%	+$470	0.07%	50
2025 Q3	$254K	Buy	3,846 +497	+15%	+$31K	0.07%	54
2025 Q2	$201K	Buy	+3,349	New	+$187K	0.06%	53
2024 Q3	–	Sell	-4,045	Closed	-$217K	–	57
2024 Q2	$217K	Sell	4,045 -4,004	-50%	-$211K	0.08%	54
2024 Q1	$415K	Sell	8,049 -731	-8%	-$36.6K	0.17%	37
2023 Q4	$444K	Buy	8,780 +3,108	+55%	+$151K	0.19%	34
2023 Q3	$270K	Buy	5,672 +127	+2%	+$6.29K	0.14%	39
2023 Q2	$273K	Buy	5,545 +60	+1%	+$2.93K	0.14%	38
2023 Q1	$268K	Sell	5,485 -98	-2%	-$4.81K	0.15%	40
2022 Q4	$261K	Sell	5,583 -6,191	-53%	-$282K	0.15%	41
2022 Q3	$506K	Sell	11,774 -5,525	-32%	-$265K	0.35%	32
2022 Q2	$849K	Buy	+17,299	New	+$894K	0.58%	24

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

Highland Financial Advisors's IEMG Position: Q2 2026 in Review

Highland Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.3% in Q2 2026, buying an estimated $17.7K and bringing the position to 3,730 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #58.

Highland Financial Advisors first reported a position in IEMG in Q2 2022 and has held it in 14 quarters since. The position peaked at $849K in Q2 2022. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Highland Financial Advisors held 3,730 shares of iShares Core MSCI Emerging Markets ETF worth $309K as of Q2 2026.
Highland Financial Advisors bought 222 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $17.7K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Highland Financial Advisors's portfolio in Q2 2026, its #58 holding.
Highland Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 14 quarters since.
Highland Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $849K in Q2 2022.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.