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 Q2	$337K	Buy	4,066 +73	+2%	+$5.82K	0.02%	339
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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound View Wealth Advisors Group's IEMG Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.8% in Q2 2026, buying an estimated $5.82K and bringing the position to 4,066 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #339.

Sound View Wealth Advisors Group first reported a position in IEMG in Q1 2021 and has held it in 22 quarters since. The position peaked at $913K in Q4 2023. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Sound View Wealth Advisors Group held 4,066 shares of iShares Core MSCI Emerging Markets ETF worth $337K as of Q2 2026.
Sound View Wealth Advisors Group bought 73 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.82K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #339 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 22 quarters since.
Sound View Wealth Advisors Group's iShares Core MSCI Emerging Markets ETF position peaked at $913K in Q4 2023.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.