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

West 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	$201K	Hold	2,432	–	–	0.03%	63
2026 Q1	$170K	Hold	2,432	–	–	0.03%	63
2025 Q4	$163K	Buy	2,432 +18	+0.7%	+$1.21K	0.03%	62
2025 Q3	$159K	Hold	2,414	–	–	0.03%	65
2025 Q2	$145K	Hold	2,414	–	–	0.03%	70
2025 Q1	$130K	Hold	2,414	–	–	0.02%	73
2024 Q4	$126K	Hold	2,414	–	–	0.02%	71
2024 Q3	$139K	Buy	+2,414	New	+$131K	0.03%	63
2023 Q4	–	Sell	-233	Closed	-$11.1K	–	181
2023 Q3	$11.1K	Buy	+233	New	+$11.5K	﹤0.01%	127
2023 Q2	–	Sell	-1,010	Closed	-$49.3K	–	196
2023 Q1	$49.3K	Hold	1,010	–	–	0.01%	78
2022 Q4	$47.2K	Buy	1,010 +197	+24%	+$8.96K	0.01%	77
2022 Q3	$35K	Sell	813 -688	-46%	-$33K	0.01%	108
2022 Q2	$74K	Hold	1,501	–	–	0.02%	86
2022 Q1	$83K	Hold	1,501	–	–	0.02%	85
2021 Q4	$90K	Buy	1,501 +688	+85%	+$42.5K	0.02%	91
2021 Q3	$50K	Hold	813	–	–	0.01%	96
2021 Q2	$54K	Sell	813 -2,821	-78%	-$186K	0.02%	88
2021 Q1	$234K	Hold	3,634	–	–	0.08%	42
2020 Q4	$225K	Buy	+3,634	New	+$209K	0.08%	43

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

West Financial Advisors held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 2,432 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #63.

West Financial Advisors first reported a position in IEMG in Q4 2020 and has held it in 19 quarters since. The position peaked at $234K in Q1 2021. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

West Financial Advisors held 2,432 shares of iShares Core MSCI Emerging Markets ETF worth $201K as of Q2 2026.
West Financial Advisors left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #63 holding.
West Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 19 quarters since.
West Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $234K in Q1 2021.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.