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

Hillcrest 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	$1.38M	Hold	16,688	–	–	0.49%	26
2026 Q1	$1.16M	Hold	16,688	–	–	0.47%	26
2025 Q4	$1.12M	Sell	16,688 -100	-0.6%	-$6.71K	0.48%	25
2025 Q3	$1.11M	Sell	16,788 -2,350	-12%	-$147K	0.5%	23
2025 Q2	$1.15M	Sell	19,138 -1,575	-8%	-$87.9K	0.54%	24
2025 Q1	$1.12M	Sell	20,713 -75	-0.4%	-$4.04K	0.55%	24
2024 Q4	$1.09M	Buy	20,788 +1,225	+6%	+$67.8K	0.52%	27
2024 Q3	$1.12M	Buy	19,563 +1,763	+10%	+$95.4K	0.56%	23
2024 Q2	$953K	Buy	17,800 +1,475	+9%	+$77.8K	0.51%	24
2024 Q1	$842K	Sell	16,325 -800	-5%	-$40.1K	0.46%	27
2023 Q4	$866K	Sell	17,125 -4,150	-20%	-$201K	0.48%	26
2023 Q3	$1.01M	Sell	21,275 -3,450	-14%	-$171K	0.58%	27
2023 Q2	$1.22M	Sell	24,725 -6,625	-21%	-$324K	0.72%	26
2023 Q1	$1.53M	Buy	31,350 +3,000	+11%	+$147K	0.91%	27
2022 Q4	$1.32M	Sell	28,350 -4,300	-13%	-$196K	0.79%	27
2022 Q3	$1.4M	Hold	32,650	–	–	0.89%	27
2022 Q2	$1.6M	Buy	32,650 +4,325	+15%	+$223K	0.97%	27
2022 Q1	$1.57M	Sell	28,325 -5,475	-16%	-$316K	0.87%	25
2021 Q4	$2.02M	Buy	33,800 +8,750	+35%	+$540K	1.09%	23
2021 Q3	$1.55M	Buy	25,050 +6,636	+36%	+$422K	0.92%	24
2021 Q2	$1.23M	Buy	18,414 +2,050	+13%	+$135K	0.75%	25
2021 Q1	$1.05M	Buy	16,364 +9,014	+123%	+$593K	0.64%	27
2020 Q4	$456K	Buy	7,350 +1,000	+16%	+$57.6K	0.31%	37
2020 Q3	$335K	Sell	6,350 -1,750	-22%	-$91.7K	0.24%	44
2020 Q2	$386K	Buy	8,100 +1,500	+23%	+$66.9K	0.33%	32
2020 Q1	$267K	Buy	+6,600	New	+$324K	0.27%	33
2019 Q4	–	Sell	-4,250	Closed	-$208K	–	39
2019 Q3	$208K	Sell	4,250 -2,175	-34%	-$108K	0.18%	38
2019 Q2	$331K	Buy	6,425 +2,450	+62%	+$125K	0.28%	36
2019 Q1	$206K	Sell	3,975 -3,250	-45%	-$165K	0.18%	40
2018 Q4	$341K	Buy	+7,225	New	+$349K	0.32%	35

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

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

Hillcrest Wealth Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 16,688 shares worth $1.38M. The position accounts for 0.49% of the portfolio, ranked #26.

Hillcrest Wealth Advisors first reported a position in IEMG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.02M in Q4 2021. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Hillcrest Wealth Advisors held 16,688 shares of iShares Core MSCI Emerging Markets ETF worth $1.38M as of Q2 2026.
Hillcrest Wealth Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.49% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Hillcrest Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Hillcrest Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $2.02M in Q4 2021.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.