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

JFS 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	$25.6M	Sell	308,991 -13,827	-4%	-$1.1M	1.28%	20
2026 Q1	$22.5M	Sell	322,818 -1,005	-0.3%	-$72.5K	1.26%	19
2025 Q4	$21.8M	Buy	323,823 +1,261	+0.4%	+$84.6K	1.23%	20
2025 Q3	$21.3M	Buy	322,562 +23,224	+8%	+$1.45M	1.24%	18
2025 Q2	$18M	Buy	299,338 +420	+0.1%	+$23.4K	1.14%	20
2025 Q1	$16.1M	Buy	298,918 +12,239	+4%	+$659K	1.09%	20
2024 Q4	$15M	Buy	286,679 +2,585	+0.9%	+$143K	1.02%	22
2024 Q3	$16.3M	Buy	284,094 +65,531	+30%	+$3.55M	1.09%	21
2024 Q2	$11.7M	Sell	218,563 -3,294	-1%	-$174K	0.92%	24
2024 Q1	$11.4M	Buy	221,857 +12,267	+6%	+$614K	0.91%	23
2023 Q4	$10.6M	Buy	209,590 +33,980	+19%	+$1.65M	0.9%	23
2023 Q3	$8.36M	Buy	175,610 +6,315	+4%	+$313K	0.79%	28
2023 Q2	$8.34M	Buy	169,295 +6,419	+4%	+$314K	0.75%	30
2023 Q1	$7.95M	Buy	162,876 +14,025	+9%	+$688K	0.75%	30
2022 Q4	$6.95M	Buy	148,851 +44,685	+43%	+$2.03M	0.68%	33
2022 Q3	$4.48M	Buy	104,166 +19,197	+23%	+$920K	0.49%	38
2022 Q2	$4.17M	Buy	84,969 +6,789	+9%	+$351K	0.44%	40
2022 Q1	$4.34M	Sell	78,180 -13,546	-15%	-$783K	0.41%	44
2021 Q4	$5.49M	Buy	91,726 +11,686	+15%	+$721K	0.52%	36
2021 Q3	$4.94M	Buy	80,040 +53,259	+199%	+$3.39M	0.51%	37
2021 Q2	$1.79M	Buy	26,781 +922	+4%	+$60.8K	0.27%	60
2021 Q1	$1.66M	Buy	25,859 +1,888	+8%	+$124K	0.34%	56
2020 Q4	$1.49M	Buy	23,971 +162	+0.7%	+$9.34K	0.31%	62
2020 Q3	$1.26M	Buy	23,809 +393	+2%	+$20.6K	0.3%	61
2020 Q2	$1.11M	Sell	23,416 -1,455	-6%	-$64.9K	0.29%	64
2020 Q1	$1.01M	Sell	24,871 -81	-0.3%	-$3.98K	0.3%	59
2019 Q4	$1.34M	Buy	24,952 +3,893	+18%	+$201K	0.33%	56
2019 Q3	$1.03M	Buy	21,059 +670	+3%	+$33.2K	0.26%	72
2019 Q2	$1.05M	Buy	20,389 +851	+4%	+$43.5K	0.27%	70
2019 Q1	$1.01M	Buy	19,538 +901	+5%	+$45.6K	0.26%	70
2018 Q4	$879K	Buy	18,637 +11,986	+180%	+$579K	0.24%	73
2018 Q3	$344K	Buy	6,651 +2,815	+73%	+$147K	0.09%	110
2018 Q2	$201K	Buy	3,836 +118	+3%	+$6.62K	0.05%	138
2018 Q1	$217K	Sell	3,718 -42	-1%	-$2.48K	0.06%	133
2017 Q4	$214K	Buy	3,760 +1,004	+36%	+$56.1K	0.05%	134
2017 Q3	$149K	Buy	2,756 +6	+0.2%	+$318	0.04%	159
2017 Q2	$138K	Buy	2,750 +945	+52%	+$46.6K	0.04%	153
2017 Q1	$77K	Hold	1,805	–	–	0.02%	186
2016 Q4	$77K	Buy	1,805 +752	+71%	+$33K	0.02%	186
2016 Q3	$48K	Hold	1,053	–	–	0.01%	240
2016 Q2	$44K	Hold	1,053	–	–	0.01%	268
2016 Q1	$44K	Sell	1,053 -1,753	-62%	-$66.3K	0.01%	247
2015 Q4	$111K	Buy	+2,806	New	+$117K	0.03%	171

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

JFS Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.3% in Q2 2026, selling an estimated $1.1M and leaving 308,991 shares worth $25.6M. The position accounts for 1.28% of the portfolio, ranked #20.

JFS Wealth Advisors first reported a position in IEMG in Q4 2015 and has held it in 43 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

JFS Wealth Advisors held 308,991 shares of iShares Core MSCI Emerging Markets ETF worth $25.6M as of Q2 2026.
JFS Wealth Advisors sold 13,827 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.1M.
iShares Core MSCI Emerging Markets ETF made up 1.28% of JFS Wealth Advisors's portfolio in Q2 2026, its #20 holding.
JFS Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2015 and has held it in 43 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.