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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.4M Buy
918,763
+44,785
+5% +$3.57M 3.06% 9
2026
Q1
$38.6M Buy
873,978
+111,696
+15% +$8.06M 2.89% 10
2025
Q4
$31.1M Buy
762,282
+40,870
+6% +$2.74M 2.46% 9
2025
Q3
$29.9M Buy
721,412
+70,405
+11% +$4.39M 2.74% 10
2025
Q2
$24.8M Sell
651,007
-12,376
-2% -$691K 2.49% 11
2025
Q1
$23.4M Sell
663,383
-118,618
-15% -$6.39M 2.6% 10
2024
Q4
$26.8M Buy
782,001
+340,279
+77% +$18.8M 2.8% 9
2024
Q3
$23.6M Buy
441,722
+38,810
+10% +$2.1M 2.81% 8
2024
Q2
$21.6M Buy
402,912
+69,734
+21% +$3.68M 2.93% 8
2024
Q1
$17.2M Buy
333,178
+191,113
+135% +$9.57M 2.72% 10
2023
Q4
$7.19M Buy
142,065
+4,606
+3% +$223K 1.79% 17
2023
Q3
$6.54M Buy
137,459
+885
+0.6% +$43.8K 1.91% 17
2023
Q2
$6.73M Buy
136,574
+85,512
+167% +$4.18M 1.9% 17
2023
Q1
$2.49M Buy
51,062
+33,308
+188% +$1.63M 0.74% 32
2022
Q4
$829K Buy
17,754
+6,109
+52% +$278K 0.28% 48
2022
Q3
$500K Hold
11,645
0.18% 53
2022
Q2
$571K Buy
+11,645
New +$602K 0.2% 49

Other funds holding IEMG

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

Wellspring Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.1% in Q2 2026, buying an estimated $3.57M and bringing the position to 918,763 shares worth $46.4M. The position accounts for 3.06% of the portfolio, ranked #9.

Wellspring Financial Advisors first reported a position in IEMG in Q2 2022 and has held it in 17 quarters since. 2,410 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Wellspring Financial Advisors held 918,763 shares of iShares Core MSCI Emerging Markets ETF worth $46.4M as of Q2 2026.
  • Wellspring Financial Advisors bought 44,785 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.57M.
  • iShares Core MSCI Emerging Markets ETF made up 3.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Wellspring Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,410 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.