W Advisors LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

W Advisors 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	$2.03M	Sell	24,483 -7,181	-23%	-$572K	0.92%	27
2026 Q1	$2.21M	Sell	31,664 -1,042	-3%	-$75.2K	1.13%	23
2025 Q4	$2.2M	Buy	32,706 +6,924	+27%	+$465K	1.11%	22
2025 Q3	$1.7M	Buy	25,782 +1,239	+5%	+$77.3K	0.9%	27
2025 Q2	$1.47M	Buy	24,543 +10,559	+76%	+$589K	0.85%	28
2025 Q1	$755K	Buy	13,984 +5,601	+67%	+$302K	0.47%	53
2024 Q4	$438K	Buy	8,383 +3,998	+91%	+$221K	0.27%	73
2024 Q3	$252K	Sell	4,385 -417	-9%	-$22.6K	0.16%	104
2024 Q2	$257K	Buy	+4,802	New	+$253K	0.17%	101
2023 Q3	–	Sell	-5,658	Closed	-$279K	–	103
2023 Q2	$279K	Buy	5,658 +504	+10%	+$24.6K	0.22%	86
2023 Q1	$251K	Buy	+5,154	New	+$253K	0.21%	89
2022 Q1	–	Sell	-26,154	Closed	-$1.57M	–	112
2021 Q4	$1.57M	Buy	+26,154	New	+$1.61M	1.17%	20

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

W Advisors LLC's IEMG Position: Q2 2026 in Review

W Advisors LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q2 2026, selling an estimated $572K and leaving 24,483 shares worth $2.03M. The position accounts for 0.92% of the portfolio, ranked #27.

W Advisors LLC first reported a position in IEMG in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.21M in Q1 2026. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

W Advisors LLC held 24,483 shares of iShares Core MSCI Emerging Markets ETF worth $2.03M as of Q2 2026.
W Advisors LLC sold 7,181 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $572K.
iShares Core MSCI Emerging Markets ETF made up 0.92% of W Advisors LLC's portfolio in Q2 2026, its #27 holding.
W Advisors LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
W Advisors LLC's iShares Core MSCI Emerging Markets ETF position peaked at $2.21M in Q1 2026.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.