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Sovereign Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sovereign Investment 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 		$13.8M Sell
167,158
-26,297
-14% -$2.1M 2.6% 12
2026
Q1 		$13.5M Hold
193,455
– – 2.86% 9
2025
Q4 		$13M Buy
193,455
+114,991
+147% +$7.71M 3.25% 9
2025
Q3 		$5.17M Hold
78,464
– – 1.41% 21
2025
Q2 		$4.71M Buy
78,464
+3,051
+4% +$170K 1.3% 22
2025
Q1 		$3.89M Sell
75,413
-2,184
-3% -$118K 1.35% 23
2024
Q4 		$4.05M Buy
77,597
+1,528
+2% +$84.6K 1.21% 24
2024
Q3 		$4.37M Buy
76,069
+656
+0.9% +$35.5K 1.43% 23
2024
Q2 		$3.81M Hold
75,413
– – 1.42% 23
2024
Q1 		$3.89M Hold
75,413
– – 1.34% 23
2023
Q4 		$3.81M Buy
75,413
+1,292
+2% +$62.6K 1.42% 23
2023
Q3 		$3.53M Hold
74,121
– – 1.38% 23
2023
Q2 		$3.65M Buy
74,121
+7,619
+11% +$372K 1.38% 24
2023
Q1 		$3.24M Hold
66,502
– – 1.29% 25
2022
Q4 		$3.11M Buy
66,502
+923
+1% +$42K 1.3% 24
2022
Q3 		$2.82M Hold
65,579
– – 1.26% 23
2022
Q2 		$3.22M Buy
65,579
+811
+1% +$41.9K 1.39% 22
2022
Q1 		$3.6M Hold
64,768
– – 1.42% 19
2021
Q4 		$3.88M Buy
64,768
+1,491
+2% +$92K 1.51% 18
2021
Q3 		$3.91M Sell
63,277
-2,300
-4% -$146K 1.56% 18
2021
Q2 		$4.39M Buy
65,577
+445
+0.7% +$29.3K 1.66% 17
2021
Q1 		$4.19M Hold
65,132
– – 1.66% 17
2020
Q4 		$4.04M Buy
65,132
+748
+1% +$43.1K 1.64% 16
2020
Q3 		$3.4M Hold
64,384
– – 1.33% 19
2020
Q2 		$3.06M Buy
64,384
+559
+0.9% +$24.9K 1.39% 16
2020
Q1 		$2.58M Hold
63,825
– – 1.34% 16
2019
Q4 		$3.43M Buy
+63,825
New +$3.29M 1.56% 16

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

Sovereign Investment Advisors's IEMG Position: Q2 2026 in Review

Sovereign Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q2 2026, selling an estimated $2.1M and leaving 167,158 shares worth $13.8M. The position accounts for 2.6% of the portfolio, ranked #12.

Sovereign Investment Advisors first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. 2,396 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Sovereign Investment Advisors held 167,158 shares of iShares Core MSCI Emerging Markets ETF worth $13.8M as of Q2 2026.
  • Sovereign Investment Advisors sold 26,297 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.1M.
  • iShares Core MSCI Emerging Markets ETF made up 2.6% of Sovereign Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Sovereign Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,396 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.