SWA
IEMG icon

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

Strategies 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
2025
Q2 		– Sell
-7,463
Closed -$403K – 189
2025
Q1 		$403K Sell
7,463
-909
-11% -$48.9K 0.05% 116
2024
Q4 		$454K Sell
8,372
-2,260
-21% -$125K 0.06% 85
2024
Q3 		$610K Sell
10,632
-804
-7% -$43.5K 0.08% 59
2024
Q2 		$612K Sell
11,436
-1,790
-14% -$94.4K 0.09% 53
2024
Q1 		$682K Sell
13,226
-18,430
-58% -$923K 0.11% 52
2023
Q4 		$1.6M Sell
31,656
-159,043
-83% -$7.7M 0.27% 35
2023
Q3 		$9.08M Sell
190,699
-7,278
-4% -$360K 1.78% 16
2023
Q2 		$9.76M Buy
197,977
+173
+0.1% +$8.45K 2% 13
2023
Q1 		$9.65M Sell
197,804
-4,113
-2% -$202K 2.12% 14
2022
Q4 		$9.43M Buy
+201,917
New +$9.18M 2.32% 13
2022
Q2 		$5.25M Sell
107,018
-21,623
-17% -$1.12M 1.51% 13
2022
Q1 		$7.15M Sell
128,641
-23,015
-15% -$1.33M 1.91% 12
2021
Q4 		$9.08M Buy
+151,656
New +$9.36M 2.55% 10

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Strategies Wealth Advisors's IEMG Position: Q2 2025 in Review

Strategies Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2025, closing a stake of 7,463 shares — an estimated $403K sold.

Strategies Wealth Advisors first reported a position in IEMG in Q4 2021 and held it in 13 quarters. The position peaked at $9.76M in Q2 2023. 1,904 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Strategies Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 7,463 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $403K.
  • Strategies Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and held it in 13 quarters.
  • Strategies Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $9.76M in Q2 2023.
  • 1,904 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Strategies Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.