Investment Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Investment 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	$476K	Sell	5,749 -751	-12%	-$59.9K	0.1%	124
2026 Q1	$453K	Buy	6,500 +87	+1%	+$6.28K	0.12%	116
2025 Q4	$431K	Buy	6,413 +2,796	+77%	+$188K	0.11%	116
2025 Q3	$238K	Sell	3,617 -191	-5%	-$11.9K	0.06%	169
2025 Q2	$229K	Sell	3,808 -953	-20%	-$53.2K	0.07%	159
2025 Q1	$257K	Sell	4,761 -957	-17%	-$51.5K	0.09%	140
2024 Q4	$299K	Sell	5,718 -2,110	-27%	-$117K	0.1%	125
2024 Q3	$449K	Sell	7,828 -1,261	-14%	-$68.3K	0.16%	103
2024 Q2	$487K	Sell	9,089 -26	-0.3%	-$1.37K	0.19%	91
2024 Q1	$470K	Sell	9,115 -836	-8%	-$41.9K	0.19%	87
2023 Q4	$503K	Buy	9,951 +1,395	+16%	+$67.6K	0.23%	80
2023 Q3	$407K	Buy	8,556 +2,593	+43%	+$128K	0.21%	80
2023 Q2	$294K	Buy	5,963 +1,133	+23%	+$55.3K	0.15%	100
2023 Q1	$236K	Sell	4,830 -270	-5%	-$13.2K	0.14%	119
2022 Q4	$238K	Sell	5,100 -952	-16%	-$43.3K	0.15%	119
2022 Q3	$260K	Buy	6,052 +141	+2%	+$6.76K	0.18%	95
2022 Q2	$293K	Buy	5,911 +224	+4%	+$11.6K	0.2%	93
2022 Q1	$319K	Hold	5,687	–	–	0.19%	91
2021 Q4	$343K	Buy	+5,687	New	+$351K	0.22%	82

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

Investment Advisory Group's IEMG Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q2 2026, selling an estimated $59.9K and leaving 5,749 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #124.

Investment Advisory Group first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $503K in Q4 2023. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Investment Advisory Group held 5,749 shares of iShares Core MSCI Emerging Markets ETF worth $476K as of Q2 2026.
Investment Advisory Group sold 751 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $59.9K.
iShares Core MSCI Emerging Markets ETF made up 0.1% of Investment Advisory Group's portfolio in Q2 2026, its #124 holding.
Investment Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Investment Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $503K in Q4 2023.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.