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

Wealth Alliance’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 		$17.2M Sell
207,460
-85,931
-29% -$6.85M 1.44% 7
2026
Q1 		$20.5M Sell
293,391
-47,119
-14% -$3.4M 2.02% 7
2025
Q4 		$22.9M Buy
340,510
+55,536
+19% +$3.73M 2.24% 6
2025
Q3 		$18.8M Buy
284,974
+44,510
+19% +$2.78M 1.93% 11
2025
Q2 		$14.4M Buy
240,464
+117,819
+96% +$6.57M 1.61% 10
2025
Q1 		$6.62M Buy
122,645
+63,953
+109% +$3.44M 0.8% 21
2024
Q4 		$3.06M Sell
58,692
-16,542
-22% -$916K 0.37% 50
2024
Q3 		$4.32M Sell
75,234
-43,073
-36% -$2.33M 0.52% 30
2024
Q2 		$6.33M Buy
118,307
+58,886
+99% +$3.1M 0.82% 18
2024
Q1 		$3.07M Sell
59,421
-51,064
-46% -$2.56M 0.4% 44
2023
Q4 		$5.59M Buy
110,485
+13,421
+14% +$650K 0.78% 18
2023
Q3 		$4.62M Sell
97,064
-45,358
-32% -$2.24M 0.73% 16
2023
Q2 		$7.02M Buy
142,422
+29,455
+26% +$1.44M 1.05% 13
2023
Q1 		$5.51M Buy
+112,967
New +$5.54M 0.89% 14
2022
Q1 		– Sell
-4,029
Closed -$241K – 460
2021
Q4 		$241K Buy
+4,029
New +$249K 0.05% 377
2021
Q3 		– Sell
-23,052
Closed -$1.54M – 438
2021
Q2 		$1.54M Sell
23,052
-15
-0.1% -$988 0.36% 57
2021
Q1 		$1.49M Sell
23,067
-2,677
-10% -$176K 0.42% 52
2020
Q4 		$1.6M Buy
25,744
+677
+3% +$39K 0.47% 42
2020
Q3 		$1.32M Sell
25,067
-240
-0.9% -$12.6K 0.48% 49
2020
Q2 		$1.21M Buy
+25,307
New +$1.13M 0.48% 48

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Alliance's IEMG Position: Q2 2026 in Review

Wealth Alliance reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 29% in Q2 2026, selling an estimated $6.85M and leaving 207,460 shares worth $17.2M. The position accounts for 1.44% of the portfolio, ranked #7.

Wealth Alliance first reported a position in IEMG in Q2 2020 and has held it in 20 quarters since. The position peaked at $22.9M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Wealth Alliance held 207,460 shares of iShares Core MSCI Emerging Markets ETF worth $17.2M as of Q2 2026.
  • Wealth Alliance sold 85,931 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $6.85M.
  • iShares Core MSCI Emerging Markets ETF made up 1.44% of Wealth Alliance's portfolio in Q2 2026, its #7 holding.
  • Wealth Alliance first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 20 quarters since.
  • Wealth Alliance's iShares Core MSCI Emerging Markets ETF position peaked at $22.9M in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.