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Sound View Wealth Advisors Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$279K Sell
3,993
-690
-15% -$49.8K 0.02% 354
2025
Q4 		$315K Sell
4,683
-514
-10% -$34.5K 0.02% 346
2025
Q3 		$343K Sell
5,197
-474
-8% -$29.6K 0.02% 332
2025
Q2 		$340K Sell
5,671
-2,491
-31% -$139K 0.03% 326
2025
Q1 		$441K Sell
8,162
-3,982
-33% -$214K 0.04% 274
2024
Q4 		$634K Sell
12,144
-1,174
-9% -$65K 0.05% 232
2024
Q3 		$765K Buy
13,318
+990
+8% +$53.6K 0.06% 211
2024
Q2 		$660K Sell
12,328
-4,946
-29% -$261K 0.07% 209
2024
Q1 		$891K Sell
17,274
-775
-4% -$38.8K 0.1% 177
2023
Q4 		$913K Buy
18,049
+2,258
+14% +$109K 0.1% 168
2023
Q3 		$751K Buy
15,791
+2,172
+16% +$107K 0.09% 174
2023
Q2 		$671K Buy
13,619
+470
+4% +$23K 0.09% 190
2023
Q1 		$642K Sell
13,149
-4,900
-27% -$240K 0.09% 189
2022
Q4 		$913K Buy
18,049
+11,539
+177% +$525K 0.1% 168
2022
Q3 		$280K Buy
6,510
+167
+3% +$8.01K 0.06% 220
2022
Q2 		$311K Buy
6,343
+515
+9% +$26.6K 0.07% 216
2022
Q1 		$324K Buy
5,828
+1,083
+23% +$62.6K 0.06% 225
2021
Q4 		$284K Sell
4,745
-2,168
-31% -$134K 0.05% 247
2021
Q3 		$427K Buy
6,913
+278
+4% +$17.7K 0.09% 185
2021
Q2 		$444K Buy
6,635
+1,027
+18% +$67.7K 0.09% 186
2021
Q1 		$361K Buy
+5,608
New +$369K 0.08% 186

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound View Wealth Advisors Group's IEMG Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 15% in Q1 2026, selling an estimated $49.8K and leaving 3,993 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #354.

Sound View Wealth Advisors Group first reported a position in IEMG in Q1 2021 and has held it in 21 quarters since. The position peaked at $913K in Q4 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,993 shares of iShares Core MSCI Emerging Markets ETF worth $279K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 690 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $49.8K.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #354 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
  • Sound View Wealth Advisors Group's iShares Core MSCI Emerging Markets ETF position peaked at $913K in Q4 2023.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.