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Wells Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wells Financial 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
Q2 		$264K Sell
3,192
-936
-23% -$74.6K 2.45% 15
2026
Q1 		$288K Buy
4,128
+4,108
+20,540% +$296K 1.31% 25
2025
Q4 		$1.34K Sell
20
-685
-97% -$46K ﹤0.01% 71
2025
Q3 		$46.5K Buy
705
+30
+4% +$1.87K 0.06% 58
2025
Q2 		$40.5K Sell
675
-140
-17% -$7.81K 0.06% 61
2025
Q1 		$44K Hold
815
– – 0.06% 59
2024
Q4 		$42.6K Sell
815
-622
-43% -$34.4K 0.06% 61
2024
Q3 		$82.5K Sell
1,437
-17,751
-93% -$961K 0.11% 53
2024
Q2 		$1.03M Sell
19,188
-4,550
-19% -$240K 0.68% 27
2024
Q1 		$1.22M Hold
23,738
– – 0.83% 22
2023
Q4 		$1.2M Sell
23,738
-971
-4% -$47K 0.87% 20
2023
Q3 		$1.18M Sell
24,709
-1,170
-5% -$57.9K 0.91% 20
2023
Q2 		$1.28M Buy
+25,879
New +$1.26M 0.96% 20
2022
Q4 		– Sell
-1,141
Closed -$49K – 66
2022
Q3 		$49K Buy
1,141
+8
+0.7% +$383 0.05% 51
2022
Q2 		$56K Sell
1,133
-4,605
-80% -$238K 0.05% 42
2022
Q1 		$319K Sell
5,738
-64
-1% -$3.7K 0.27% 32
2021
Q4 		$347K Sell
5,802
-2,569
-31% -$159K 0.28% 33
2021
Q3 		$517K Buy
8,371
+568
+7% +$36.2K 0.44% 28
2021
Q2 		$523K Buy
7,803
+20
+0.3% +$1.32K 0.44% 30
2021
Q1 		$501K Buy
+7,783
New +$512K 0.45% 30

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

Wells Financial Advisors's IEMG Position: Q2 2026 in Review

Wells Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q2 2026, selling an estimated $74.6K and leaving 3,192 shares worth $264K. The position accounts for 2.45% of the portfolio, ranked #15.

Wells Financial Advisors first reported a position in IEMG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q2 2023. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Wells Financial Advisors held 3,192 shares of iShares Core MSCI Emerging Markets ETF worth $264K as of Q2 2026.
  • Wells Financial Advisors sold 936 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $74.6K.
  • iShares Core MSCI Emerging Markets ETF made up 2.45% of Wells Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Wells Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 20 quarters since.
  • Wells Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.28M in Q2 2023.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.