WCG Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WCG Wealth Advisors’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	$11M	Buy	157,363 +16,376	+12%	+$1.18M	0.31%	87
2025 Q4	$9.48M	Buy	140,987 +78,626	+126%	+$5.28M	0.27%	91
2025 Q3	$4.11M	Sell	62,361 -193	-0.3%	-$12K	0.26%	94
2025 Q2	$3.76M	Buy	62,554 +3,319	+6%	+$185K	0.24%	105
2025 Q1	$3.2M	Buy	59,235 +14,682	+33%	+$790K	0.24%	101
2024 Q4	$2.33M	Buy	44,553 +1,071	+2%	+$59.3K	0.15%	140
2024 Q3	$2.5M	Sell	43,482 -16,508	-28%	-$894K	0.17%	134
2024 Q2	$3.21M	Sell	59,990 -5,792	-9%	-$305K	0.24%	95
2024 Q1	$3.39M	Buy	65,782 +10,668	+19%	+$534K	0.28%	82
2023 Q4	$2.79M	Sell	55,114 -29,501	-35%	-$1.43M	0.2%	100
2023 Q3	$4.03M	Buy	84,615 +2,431	+3%	+$120K	0.3%	85
2023 Q2	$4.05M	Buy	+82,184	New	+$4.01M	0.47%	52
2022 Q3	–	Sell	-6,539	Closed	-$321K	–	297
2022 Q2	$321K	Buy	+6,539	New	+$338K	0.04%	204

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors's IEMG Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 12% in Q1 2026, buying an estimated $1.18M and bringing the position to 157,363 shares worth $11M. The position accounts for 0.31% of the portfolio, ranked #87.

WCG Wealth Advisors first reported a position in IEMG in Q2 2022 and has held it in 13 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

WCG Wealth Advisors held 157,363 shares of iShares Core MSCI Emerging Markets ETF worth $11M as of Q1 2026.
WCG Wealth Advisors bought 16,376 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.18M.
iShares Core MSCI Emerging Markets ETF made up 0.31% of WCG Wealth Advisors's portfolio in Q1 2026, its #87 holding.
WCG Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 13 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.