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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Advisor Group's IEMG Position: Q1 2026 in Review

United Advisor Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.3% in Q1 2026, buying an estimated $399K and bringing the position to 72,521 shares worth $5.06M. The position accounts for 0.62% of the portfolio, ranked #35.

United Advisor Group first reported a position in IEMG in Q2 2024 and has held it in 8 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • United Advisor Group held 72,521 shares of iShares Core MSCI Emerging Markets ETF worth $5.06M as of Q1 2026.
  • United Advisor Group bought 5,534 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $399K.
  • iShares Core MSCI Emerging Markets ETF made up 0.62% of United Advisor Group's portfolio in Q1 2026, its #35 holding.
  • United Advisor Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.