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United Advisor Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

United Advisor 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 		$5.77M Sell
69,711
-2,810
-4% -$224K 0.61% 38
2026
Q1 		$5.06M Buy
72,521
+5,534
+8% +$399K 0.62% 35
2025
Q4 		$4.5M Buy
66,987
+2,001
+3% +$134K 0.56% 39
2025
Q3 		$4.28M Buy
64,986
+3,698
+6% +$231K 0.58% 37
2025
Q2 		$3.68M Buy
61,288
+46,291
+309% +$2.58M 0.64% 39
2025
Q1 		$809K Buy
14,997
+2,636
+21% +$142K 0.17% 134
2024
Q4 		$646K Sell
12,361
-1,349
-10% -$74.7K 0.13% 165
2024
Q3 		$787K Buy
13,710
+9,373
+216% +$507K 0.18% 126
2024
Q2 		$232K Buy
+4,337
New +$229K 0.07% 236

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

United Advisor Group's IEMG Position: Q2 2026 in Review

United Advisor Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.9% in Q2 2026, selling an estimated $224K and leaving 69,711 shares worth $5.77M. The position accounts for 0.61% of the portfolio, ranked #38.

United Advisor Group first reported a position in IEMG in Q2 2024 and has held it in 9 quarters since. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • United Advisor Group held 69,711 shares of iShares Core MSCI Emerging Markets ETF worth $5.77M as of Q2 2026.
  • United Advisor Group sold 2,810 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $224K.
  • iShares Core MSCI Emerging Markets ETF made up 0.61% of United Advisor Group's portfolio in Q2 2026, its #38 holding.
  • United Advisor Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.