Milestone Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Milestone Investment 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
2025 Q2	–	Sell	-735	Closed	-$39.7K	–	128
2025 Q1	$39.7K	Buy	+735	New	+$39.6K	0.01%	107
2024 Q2	–	Sell	-45	Closed	-$2.32K	–	135
2024 Q1	$2.32K	Hold	45	–	–	﹤0.01%	125
2023 Q4	$2.28K	Hold	45	–	–	﹤0.01%	123
2023 Q3	$2.14K	Sell	45 -24	-35%	-$1.19K	﹤0.01%	368
2023 Q2	$3.4K	Sell	69 -718	-91%	-$35.1K	﹤0.01%	117
2023 Q1	$38.4K	Sell	787 -70	-8%	-$3.43K	0.01%	226
2022 Q4	$40K	Buy	+857	New	+$39K	0.01%	85

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Milestone Investment Advisors's IEMG Position: Q2 2025 in Review

Milestone Investment Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 735 shares — an estimated $39.7K sold.

Milestone Investment Advisors first reported a position in IEMG in Q4 2022 and held it in 7 quarters. The position peaked at $40K in Q4 2022. 1,911 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

Milestone Investment Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Milestone Investment Advisors sold 735 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $39.7K.
Milestone Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and held it in 7 quarters.
Milestone Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $40K in Q4 2022.
1,911 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Milestone Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.