U.S. Capital Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

U.S. Capital 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
2026 Q1	$988K	Sell	14,167 -3,471	-20%	-$251K	0.02%	519
2025 Q4	$1.19M	Sell	17,638 -1,978	-10%	-$133K	0.03%	449
2025 Q3	$1.29M	Buy	19,616 +868	+5%	+$54.1K	0.03%	420
2025 Q2	$1.13M	Buy	18,748 +4,167	+29%	+$233K	0.03%	406
2025 Q1	$787K	Buy	14,581 +894	+7%	+$48.1K	0.02%	474
2024 Q4	$715K	Buy	13,687 +3,345	+32%	+$185K	0.02%	487
2024 Q3	$594K	Sell	10,342 -254	-2%	-$13.7K	0.02%	443
2024 Q2	$567K	Buy	10,596 +2,603	+33%	+$137K	0.02%	429
2024 Q1	$412K	Sell	7,993 -1,357	-15%	-$68K	0.02%	497
2023 Q4	$473K	Sell	9,350 -799	-8%	-$38.7K	0.02%	461
2023 Q3	$483K	Sell	10,149 -3,888	-28%	-$192K	0.02%	440
2023 Q2	$692K	Sell	14,037 -1,458	-9%	-$71.2K	0.03%	389
2023 Q1	$756K	Buy	15,495 +11,349	+274%	+$557K	0.04%	351
2022 Q4	$194K	Buy	+4,146	New	+$189K	0.01%	612
2022 Q2	–	Sell	-4,429	Closed	-$246K	–	701
2022 Q1	$246K	Buy	4,429 +384	+9%	+$22.2K	0.01%	637
2021 Q4	$242K	Sell	4,045 -626	-13%	-$38.6K	0.01%	641
2021 Q3	$288K	Buy	+4,671	New	+$297K	0.01%	617

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

U.S. Capital Wealth Advisors's IEMG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q1 2026, selling an estimated $251K and leaving 14,167 shares worth $988K. The position accounts for 0.02% of the portfolio, ranked #519.

U.S. Capital Wealth Advisors first reported a position in IEMG in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

U.S. Capital Wealth Advisors held 14,167 shares of iShares Core MSCI Emerging Markets ETF worth $988K as of Q1 2026.
U.S. Capital Wealth Advisors sold 3,471 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $251K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #519 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.29M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.