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SC&H Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

SC&H Financial 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 		$2.13M Sell
25,738
-3,025
-11% -$241K 0.28% 46
2026
Q1 		$2.01M Sell
28,763
-50
-0.2% -$3.61K 0.3% 44
2025
Q4 		$1.94M Buy
28,813
+382
+1% +$25.6K 0.3% 41
2025
Q3 		$1.87M Sell
28,431
-1,561
-5% -$97.4K 0.31% 43
2025
Q2 		$1.8M Sell
29,992
-209
-0.7% -$11.7K 0.31% 42
2025
Q1 		$1.63M Buy
30,201
+13
+0% +$700 0.32% 40
2024
Q4 		$1.58M Sell
30,188
-85
-0.3% -$4.71K 0.33% 43
2024
Q3 		$1.74M Sell
30,273
-166
-0.5% -$8.98K 0.38% 36
2024
Q2 		$1.63M Sell
30,439
-144
-0.5% -$7.59K 0.4% 37
2024
Q1 		$1.58M Sell
30,583
-21
-0.1% -$1.05K 0.41% 36
2023
Q4 		$1.55M Sell
30,604
-3,947
-11% -$191K 0.45% 36
2023
Q3 		$1.64M Buy
34,551
+2,231
+7% +$110K 0.55% 31
2023
Q2 		$1.59M Buy
32,320
+120
+0.4% +$5.86K 0.53% 31
2023
Q1 		$1.57M Buy
32,200
+2,359
+8% +$116K 0.57% 32
2022
Q4 		$1.39M Sell
29,841
-10,062
-25% -$458K 0.58% 33
2022
Q3 		$1.72M Buy
39,903
+8,019
+25% +$384K 0.86% 23
2022
Q2 		$1.56M Buy
31,884
+14,272
+81% +$737K 0.73% 27
2022
Q1 		$978K Sell
17,612
-565
-3% -$32.6K 0.47% 47
2021
Q4 		$1.09M Buy
+18,177
New +$1.12M 0.6% 40

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SC&H Financial Advisors's IEMG Position: Q2 2026 in Review

SC&H Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q2 2026, selling an estimated $241K and leaving 25,738 shares worth $2.13M. The position accounts for 0.28% of the portfolio, ranked #46.

SC&H Financial Advisors first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • SC&H Financial Advisors held 25,738 shares of iShares Core MSCI Emerging Markets ETF worth $2.13M as of Q2 2026.
  • SC&H Financial Advisors sold 3,025 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $241K.
  • iShares Core MSCI Emerging Markets ETF made up 0.28% of SC&H Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • SC&H Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.