SWA
IEMG icon

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

SOA 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 		$3.62M Buy
214,017
+68,182
+47% +$5.43M 0.61% 31
2026
Q1 		$2.27M Sell
145,835
-273
-0.2% -$19.7K 0.43% 50
2025
Q4 		$2.21M Buy
146,108
+1,079
+0.7% +$72.4K 0.37% 51
2025
Q3 		$2.1M Sell
145,029
-3,213
-2% -$200K 0.36% 53
2025
Q2 		$2.11M Buy
148,242
+3,120
+2% +$174K 0.4% 52
2025
Q1 		$1.83M Buy
145,122
+112,702
+348% +$6.07M 0.38% 49
2024
Q4 		$1.69M Sell
32,420
-1,324
-4% -$73.3K 0.31% 56
2024
Q3 		$1.94M Buy
33,744
+87
+0.3% +$4.71K 0.37% 53
2024
Q2 		$1.8M Sell
33,657
-633
-2% -$33.4K 0.36% 53
2024
Q1 		$1.77M Sell
34,290
-606
-2% -$30.3K 0.37% 52
2023
Q4 		$1.77M Sell
34,896
-2,995
-8% -$145K 0.39% 52
2023
Q3 		$1.8M Sell
37,891
-1,379
-4% -$68.2K 0.45% 47
2023
Q2 		$1.94M Sell
39,270
-3,338
-8% -$163K 0.45% 45
2023
Q1 		$2.08M Buy
42,608
+237
+0.6% +$11.6K 0.51% 40
2022
Q4 		$1.98M Sell
42,371
-16,799
-28% -$764K 0.53% 45
2022
Q3 		$2.54M Sell
59,170
-1,465
-2% -$70.2K 0.77% 33
2022
Q2 		$2.97M Buy
60,635
+177
+0.3% +$9.15K 0.88% 28
2022
Q1 		$3.36M Buy
60,458
+308
+0.5% +$17.8K 0.82% 33
2021
Q4 		$3.61M Sell
60,150
-1,390
-2% -$85.8K 0.87% 33
2021
Q3 		$3.8M Sell
61,540
-676
-1% -$43K 0.97% 27
2021
Q2 		$4.17M Sell
62,216
-7,602
-11% -$501K 1.07% 24
2021
Q1 		$4.49M Sell
69,818
-2,299
-3% -$151K 1.26% 22
2020
Q4 		$4.94M Buy
+72,117
New +$4.16M 1.34% 20

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

SOA Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 47% in Q2 2026, buying an estimated $5.43M and bringing the position to 214,017 shares worth $3.62M. The position accounts for 0.61% of the portfolio, ranked #31.

SOA Wealth Advisors first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.94M in Q4 2020. 616 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • SOA Wealth Advisors held 214,017 shares of iShares Core MSCI Emerging Markets ETF worth $3.62M as of Q2 2026.
  • SOA Wealth Advisors bought 68,182 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.43M.
  • iShares Core MSCI Emerging Markets ETF made up 0.61% of SOA Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • SOA Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $4.94M in Q4 2020.
  • 616 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.