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J.W. Cole Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

J.W. Cole 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 		$5.52M Sell
66,660
-10,790
-14% -$860K 0.09% 222
2026
Q1 		$5.4M Sell
77,450
-1,281
-2% -$92.5K 0.18% 107
2025
Q4 		$4.88M Sell
78,731
-2,522
-3% -$169K 0.12% 173
2025
Q3 		$5.36M Buy
81,253
+13,059
+19% +$815K 0.1% 200
2025
Q2 		$4.09M Buy
68,194
+31,109
+84% +$1.74M 0.09% 228
2025
Q1 		$2M Sell
37,085
-14,864
-29% -$800K 0.06% 320
2024
Q4 		$2.71M Sell
51,949
-1,396
-3% -$77.3K 0.11% 181
2024
Q3 		$3.06M Buy
53,345
+3,511
+7% +$190K 0.13% 161
2024
Q2 		$2.67M Buy
49,834
+12,265
+33% +$647K 0.13% 167
2024
Q1 		$1.94M Sell
37,569
-1,135
-3% -$56.8K 0.1% 214
2023
Q4 		$1.96M Buy
38,704
+20,636
+114% +$1,000K 0.11% 195
2023
Q3 		$860K Sell
18,068
-1,288
-7% -$63.7K 0.06% 284
2023
Q2 		$954K Buy
19,356
+347
+2% +$16.9K 0.07% 276
2023
Q1 		$927K Sell
19,009
-3,332
-15% -$163K 0.07% 306
2022
Q4 		$1.04M Sell
22,341
-3,281
-13% -$149K 0.08% 259
2022
Q3 		$1.1M Sell
25,622
-177
-0.7% -$8.48K 0.09% 242
2022
Q2 		$1.27M Sell
25,799
-541
-2% -$28K 0.1% 224
2022
Q1 		$1.46M Sell
26,340
-180
-0.7% -$10.4K 0.1% 225
2021
Q4 		$1.59M Buy
+26,520
New +$1.64M 0.1% 220
2021
Q3 		– Sell
-21,290
Closed -$1.43M – 580
2021
Q2 		$1.43M Buy
21,290
+1,271
+6% +$83.7K 0.11% 212
2021
Q1 		$1.29M Buy
20,019
+586
+3% +$38.6K 0.12% 202
2020
Q4 		$1.21M Buy
19,433
+3,245
+20% +$187K 0.13% 199
2020
Q3 		$855K Sell
16,188
-2,689
-14% -$141K 0.07% 285
2020
Q2 		$899K Buy
+18,877
New +$842K 0.14% 170
2020
Q1 		– Sell
-22,672
Closed -$1.22M – 285
2019
Q4 		$1.22M Buy
+22,672
New +$1.17M 0.15% 161

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

J.W. Cole Advisors's IEMG Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q2 2026, selling an estimated $860K and leaving 66,660 shares worth $5.52M. The position accounts for 0.09% of the portfolio, ranked #222.

J.W. Cole Advisors first reported a position in IEMG in Q4 2019 and has held it in 25 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • J.W. Cole Advisors held 66,660 shares of iShares Core MSCI Emerging Markets ETF worth $5.52M as of Q2 2026.
  • J.W. Cole Advisors sold 10,790 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $860K.
  • iShares Core MSCI Emerging Markets ETF made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #222 holding.
  • J.W. Cole Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.