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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.95M Buy
23,484
+19,714
+523% +$1.57M 0.75% 29
2026
Q1
$263K Buy
+3,770
New +$272K 0.28% 100

Other funds holding IEMG

Pacific Excel Wealth Advisors's IEMG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 523% in Q2 2026, buying an estimated $1.57M and bringing the position to 23,484 shares worth $1.95M. The position accounts for 0.75% of the portfolio, ranked #29.

Pacific Excel Wealth Advisors first reported a position in IEMG in Q1 2026 and has held it in 2 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Pacific Excel Wealth Advisors held 23,484 shares of iShares Core MSCI Emerging Markets ETF worth $1.95M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 19,714 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.57M.
  • iShares Core MSCI Emerging Markets ETF made up 0.75% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Pacific Excel Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.