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William Howard & Co Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

William Howard & Co 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 		$1.35M Buy
16,267
+8
+0% +$638 1.05% 18
2026
Q1 		$1.13M Sell
16,259
-227
-1% -$16.4K 0.98% 18
2025
Q4 		$1.11M Sell
16,486
-617
-4% -$41.4K 0.93% 18
2025
Q3 		$1.13M Sell
17,103
-526
-3% -$32.8K 0.96% 18
2025
Q2 		$1.06M Sell
17,629
-323
-2% -$18K 0.92% 18
2025
Q1 		$969K Buy
17,952
+699
+4% +$37.6K 0.91% 17
2024
Q4 		$900K Sell
17,253
-80
-0.5% -$4.43K 0.81% 20
2024
Q3 		$996K Buy
17,333
+185
+1% +$10K 0.85% 19
2024
Q2 		$918K Buy
17,148
+4
+0% +$211 0.85% 20
2024
Q1 		$885K Buy
+17,144
New +$859K 0.83% 19

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

William Howard & Co Financial Advisors's IEMG Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.05% in Q2 2026, buying an estimated $638 and bringing the position to 16,267 shares worth $1.35M. The position accounts for 1.05% of the portfolio, ranked #18.

William Howard & Co Financial Advisors first reported a position in IEMG in Q1 2024 and has held it in 10 quarters since. 2,396 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • William Howard & Co Financial Advisors held 16,267 shares of iShares Core MSCI Emerging Markets ETF worth $1.35M as of Q2 2026.
  • William Howard & Co Financial Advisors bought 8 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $638.
  • iShares Core MSCI Emerging Markets ETF made up 1.05% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • William Howard & Co Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,396 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.