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Aletheian Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Aletheian Wealth 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 		$1.71M Sell
20,664
-197
-0.9% -$15.7K 0.73% 30
2026
Q1 		$1.46M Buy
+20,861
New +$1.51M 0.71% 28
2025
Q3 		$1.38M Sell
20,979
-377
-2% -$23.5K 0.64% 32
2025
Q2 		$1.28M Sell
21,356
-76
-0.4% -$4.24K 0.63% 31
2025
Q1 		$1.16M Sell
21,432
-219
-1% -$11.8K 0.65% 30
2024
Q4 		$1.13M Sell
21,651
-731
-3% -$40.5K 0.67% 30
2024
Q3 		$1.28M Sell
22,382
-1,010
-4% -$54.7K 0.75% 27
2024
Q2 		$1.25M Sell
23,392
-36
-0.2% -$1.9K 0.66% 36
2024
Q1 		$1.21M Sell
23,428
-341
-1% -$17.1K 0.66% 37
2023
Q4 		$1.2M Sell
23,769
-1,553
-6% -$75.2K 0.8% 31
2023
Q3 		$1.21M Buy
25,322
+1,170
+5% +$57.9K 0.92% 29
2023
Q2 		$1.19M Buy
24,152
+1,523
+7% +$74.4K 0.82% 35
2023
Q1 		$1.1M Sell
22,629
-5,700
-20% -$280K 0.97% 25
2022
Q4 		$1.32M Sell
28,329
-3,587
-11% -$163K 1.14% 23
2022
Q3 		$1.37M Buy
31,916
+5,264
+20% +$252K 1.56% 19
2022
Q2 		$1.31M Buy
26,652
+12,500
+88% +$646K 1.33% 24
2022
Q1 		$786K Sell
14,152
-4,995
-26% -$289K 0.75% 31
2021
Q4 		$1.15M Buy
+19,147
New +$1.18M 1.12% 21

Other funds holding IEMG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Aletheian Wealth Advisors's IEMG Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.94% in Q2 2026, selling an estimated $15.7K and leaving 20,664 shares worth $1.71M. The position accounts for 0.73% of the portfolio, ranked #30.

Aletheian Wealth Advisors first reported a position in IEMG in Q4 2021 and has held it in 18 quarters since. 1,240 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Aletheian Wealth Advisors held 20,664 shares of iShares Core MSCI Emerging Markets ETF worth $1.71M as of Q2 2026.
  • Aletheian Wealth Advisors sold 197 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $15.7K.
  • iShares Core MSCI Emerging Markets ETF made up 0.73% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,240 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.