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Spartan Wealth Advisory Services LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$583K Sell
7,043
-31
-0.4% -$2.47K 0.05% 207
2026
Q1 		$493K Buy
+7,074
New +$511K 0.04% 213

Other funds holding IEMG

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IEMG Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.44% in Q2 2026, selling an estimated $2.47K and leaving 7,043 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #207.

Spartan Wealth Advisory Services LLC first reported a position in IEMG in Q1 2026 and has held it in 2 quarters since. 2,324 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,043 shares of iShares Core MSCI Emerging Markets ETF worth $583K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 31 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Core MSCI Emerging Markets ETF made up 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #207 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,324 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.