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Advus Financial Partners, LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Advus Financial Partners, LLC’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 		$6.24M Buy
75,327
+3,182
+4% +$254K 1.42% 14
2026
Q1 		$5.03M Buy
72,145
+5,072
+8% +$366K 1.26% 16
2025
Q4 		$4.51M Buy
67,073
+3,286
+5% +$220K 1.09% 19
2025
Q3 		$4.2M Buy
63,787
+17,847
+39% +$1.11M 1.01% 20
2025
Q2 		$2.76M Buy
45,940
+18,314
+66% +$1.02M 0.7% 27
2025
Q1 		$1.49M Buy
27,626
+1,812
+7% +$97.5K 0.42% 42
2024
Q4 		$1.35M Sell
25,814
-10,690
-29% -$592K 0.38% 46
2024
Q3 		$2.1M Sell
36,504
-2,387
-6% -$129K 0.6% 31
2024
Q2 		$2.08M Sell
38,891
-3,202
-8% -$169K 0.63% 31
2024
Q1 		$2.17M Buy
42,093
+1,573
+4% +$78.8K 0.67% 30
2023
Q4 		$2.05M Buy
40,520
+2,088
+5% +$101K 0.7% 30
2023
Q3 		$1.83M Sell
38,432
-26,486
-41% -$1.31M 0.72% 28
2023
Q2 		$3.2M Buy
64,918
+1,200
+2% +$58.6K 1.23% 20
2023
Q1 		$3.11M Buy
+63,718
New +$3.13M 1.29% 22
2022
Q3 		– Sell
-5,349
Closed -$262K – 134
2022
Q2 		$262K Sell
5,349
-19,689
-79% -$1.02M 0.14% 101
2022
Q1 		$1.39M Buy
+25,038
New +$1.45M 0.71% 25
2021
Q3 		$2.59M Buy
+43,321
New +$2.76M 1.43% 16

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

Advus Financial Partners, LLC's IEMG Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.4% in Q2 2026, buying an estimated $254K and bringing the position to 75,327 shares worth $6.24M. The position accounts for 1.42% of the portfolio, ranked #14.

Advus Financial Partners, LLC first reported a position in IEMG in Q3 2021 and has held it in 17 quarters since. 2,403 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Advus Financial Partners, LLC held 75,327 shares of iShares Core MSCI Emerging Markets ETF worth $6.24M as of Q2 2026.
  • Advus Financial Partners, LLC bought 3,182 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $254K.
  • iShares Core MSCI Emerging Markets ETF made up 1.42% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #14 holding.
  • Advus Financial Partners, LLC first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and has held it in 17 quarters since.
  • 2,403 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.