WAL
IEMG icon

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
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
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

W Advisors LLC's IEMG Position: Q1 2026 in Review

W Advisors LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.2% in Q1 2026, selling an estimated $75.2K and leaving 31,664 shares worth $2.21M. The position accounts for 1.13% of the portfolio, ranked #23.

W Advisors LLC first reported a position in IEMG in Q4 2021 and has held it in 11 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • W Advisors LLC held 31,664 shares of iShares Core MSCI Emerging Markets ETF worth $2.21M as of Q1 2026.
  • W Advisors LLC sold 1,042 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $75.2K.
  • iShares Core MSCI Emerging Markets ETF made up 1.13% of W Advisors LLC's portfolio in Q1 2026, its #23 holding.
  • W Advisors LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 11 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.