W Advisors LLC
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
Q3 		$1.45M Sell
17,909
-6,574
-27% -$529K 0.63% 34
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

W Advisors LLC's IEMG Position: Q3 2026 in Review

W Advisors LLC reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q3 2026, selling an estimated $529K and leaving 17,909 shares worth $1.45M. The position accounts for 0.63% of the portfolio, ranked #34.

W Advisors LLC first reported a position in IEMG in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.21M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • W Advisors LLC held 17,909 shares of iShares Core MSCI Emerging Markets ETF worth $1.45M as of Q3 2026.
  • W Advisors LLC sold 6,574 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $529K.
  • iShares Core MSCI Emerging Markets ETF made up 0.63% of W Advisors LLC's portfolio in Q3 2026, its #34 holding.
  • W Advisors LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 13 quarters since.
  • W Advisors LLC's iShares Core MSCI Emerging Markets ETF position peaked at $2.21M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.