AWM
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Alterna Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Alterna Wealth Management’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 		$5.99M Sell
72,316
-1,886
-3% -$150K 3.44% 8
2026
Q1 		$5.18M Buy
74,202
+18,024
+32% +$1.3M 3.92% 5
2025
Q4 		$3.78M Buy
56,178
+22,865
+69% +$1.53M 3.15% 5
2025
Q3 		$2.2M Buy
33,313
+2,446
+8% +$153K 1.81% 16
2025
Q2 		$1.85M Buy
30,867
+2,369
+8% +$132K 1.48% 18
2025
Q1 		$1.54M Buy
28,498
+10,025
+54% +$540K 1.17% 22
2024
Q4 		$965K Buy
18,473
+10,341
+127% +$573K 0.81% 33
2024
Q3 		$467K Sell
8,132
-21,072
-72% -$1.14M 0.42% 53
2024
Q2 		$1.56M Buy
29,204
+1,392
+5% +$73.4K 1.37% 20
2024
Q1 		$1.44M Buy
27,812
+2,250
+9% +$113K 1.16% 20
2023
Q4 		$1.29M Buy
25,562
+2,263
+10% +$110K 1.56% 20
2023
Q3 		$1.11M Sell
23,299
-3,387
-13% -$168K 1.42% 24
2023
Q2 		$1.32M Buy
26,686
+2,998
+13% +$146K 1.52% 22
2023
Q1 		$1.16M Buy
23,688
+6,741
+40% +$331K 1.45% 20
2022
Q4 		$806K Sell
16,947
-8,883
-34% -$404K 0.9% 30
2022
Q3 		$1.11M Buy
25,830
+934
+4% +$44.8K 1.32% 25
2022
Q2 		$1.22M Buy
24,896
+8,027
+48% +$415K 1.24% 21
2022
Q1 		$937K Hold
16,869
– – 0.79% 32
2021
Q4 		$1.01M Buy
+16,869
New +$1.04M 0.84% 32
2020
Q4 		$2.59M Buy
41,722
+10,671
+34% +$615K 3.27% 7
2020
Q3 		$1.64M Buy
31,051
+11,791
+61% +$618K 2.38% 15
2020
Q2 		$917K Sell
19,260
-17,100
-47% -$763K 1.1% 26
2020
Q1 		$1.47M Buy
36,360
+11,773
+48% +$578K 2.13% 17
2019
Q4 		$1.32M Buy
24,587
+1,854
+8% +$95.5K 1.47% 21
2019
Q3 		$1.11M Sell
22,733
-748
-3% -$37.1K 1.32% 21
2019
Q2 		$1.21M Sell
23,481
-8,069
-26% -$412K 1.45% 24
2019
Q1 		$1.63M Buy
+31,550
New +$1.6M 1.38% 27

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Alterna Wealth Management's IEMG Position: Q2 2026 in Review

Alterna Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.5% in Q2 2026, selling an estimated $150K and leaving 72,316 shares worth $5.99M. The position accounts for 3.44% of the portfolio, ranked #8.

Alterna Wealth Management first reported a position in IEMG in Q1 2019 and has held it in 27 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Alterna Wealth Management held 72,316 shares of iShares Core MSCI Emerging Markets ETF worth $5.99M as of Q2 2026.
  • Alterna Wealth Management sold 1,886 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $150K.
  • iShares Core MSCI Emerging Markets ETF made up 3.44% of Alterna Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Alterna Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2019 and has held it in 27 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.