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IEMGIEMG
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in iShares Core MSCI Emerging Markets ETF

Yes. United Capital Financial Advisors holds 3,012,189 shares of IEMG (iShares Core MSCI Emerging Markets ETF), worth $250M, as of its Q2 2026 13F filing. It reduced the position by 597,314 shares (-16.6%) from Q1 2026. United Capital Financial Advisors has held IEMG in every 13F on record since Q1 2019, 30 quarterly filings. IEMG is 1.4% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$250M

Current Shares

3M

Total Value Change

+$112.7M

Total Shares Change

+620,734

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3M
-16.6%
$250M1.4%$82.84
0
2026-Q1
Decreased
3.6M
-5.5%
$251.8M1.5%$69.19
0
2025-Q4
Increased
3.8M
+9.0%
$256.9M1.5%$66.68
53
2025-Q3
Increased
3.5M
+4.0%
$231M1.7%$64.28
50
2025-Q2
Increased
3.4M
+20.6%
$202.3M1.6%$58.54
57
2025-Q1
Increased
2.8M
+17.1%
$150.8M1.3%$51.99
56
2024-Q4
Decreased
2.4M
-0.2%
$124.7M1.1%$50.30
0
2024-Q3
Decreased
2.4M
-9.9%
$137.3M1.1%$54.13
0

Other major holders of IEMG: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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