Wescott Financial Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Wescott Financial Advisory Group’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	$41.9M	Sell	600,674 -5,705	-0.9%	-$412K	3.67%	7
2025 Q4	$40.8M	Sell	606,379 -18,870	-3%	-$1.27M	3.56%	8
2025 Q3	$41.2M	Sell	625,249 -18,063	-3%	-$1.13M	3.7%	8
2025 Q2	$38.6M	Sell	643,312 -8,201	-1%	-$458K	3.69%	8
2025 Q1	$35.2M	Sell	651,513 -2,030	-0.3%	-$109K	3.65%	8
2024 Q4	$34.1M	Buy	653,543 +4,975	+0.8%	+$276K	3.54%	8
2024 Q3	$37.2M	Buy	648,568 +690	+0.1%	+$37.3K	4%	7
2024 Q2	$34.7M	Buy	647,878 +10,951	+2%	+$577K	4.03%	7
2024 Q1	$32.9M	Buy	636,927 +586,539	+1,164%	+$29.4M	4.09%	7
2023 Q4	$2.55M	Buy	50,388 +48	+0.1%	+$2.33K	0.36%	43
2023 Q3	$2.4M	Buy	50,340 +1,726	+4%	+$85.4K	0.44%	44
2023 Q2	$2.4M	Sell	48,614 -4,692	-9%	-$229K	0.42%	44
2023 Q1	$2.6M	Sell	53,306 -2,988	-5%	-$147K	0.57%	36
2022 Q4	$2.63M	Sell	56,294 -1,515	-3%	-$68.9K	0.57%	37
2022 Q3	$2.48M	Buy	57,809 +6,971	+14%	+$334K	0.69%	30
2022 Q2	$2.49M	Buy	50,838 +1,533	+3%	+$79.2K	0.68%	30
2022 Q1	$2.74M	Buy	49,305 +37,796	+328%	+$2.18M	0.71%	27
2021 Q4	$689K	Buy	11,509 +2,025	+21%	+$125K	0.35%	34
2021 Q3	$586K	Buy	9,484 +53	+0.6%	+$3.37K	0.33%	36
2021 Q2	$599K	Buy	9,431 +825	+10%	+$54.4K	0.35%	33
2021 Q1	$554K	Buy	8,606 +372	+5%	+$24.5K	0.36%	33
2020 Q4	$511K	Buy	+8,234	New	+$475K	0.36%	29

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

Wescott Financial Advisory Group's IEMG Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.94% in Q1 2026, selling an estimated $412K and leaving 600,674 shares worth $41.9M. The position accounts for 3.67% of the portfolio, ranked #7.

Wescott Financial Advisory Group first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Wescott Financial Advisory Group held 600,674 shares of iShares Core MSCI Emerging Markets ETF worth $41.9M as of Q1 2026.
Wescott Financial Advisory Group sold 5,705 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $412K.
iShares Core MSCI Emerging Markets ETF made up 3.67% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #7 holding.
Wescott Financial Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.