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

Amplius 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	$1.3M	Sell	15,641 -980	-6%	-$78.1K	0.09%	70
2026 Q1	$1.16M	Sell	16,621 -749	-4%	-$54.1K	0.1%	68
2025 Q4	$1.17M	Sell	17,370 -336	-2%	-$22.5K	0.1%	67
2025 Q3	$1.17M	Buy	17,706 +47	+0.3%	+$2.93K	0.1%	66
2025 Q2	$1.06M	Buy	17,659 +6,289	+55%	+$351K	0.1%	78
2025 Q1	$614K	Buy	11,370 +3,183	+39%	+$171K	0.06%	101
2024 Q4	$428K	Buy	8,187 +1,846	+29%	+$102K	0.04%	117
2024 Q3	$364K	Buy	6,341 +7	+0.1%	+$379	0.04%	116
2024 Q2	$339K	Buy	6,334 +337	+6%	+$17.8K	0.04%	121
2024 Q1	$309K	Sell	5,997 -4,360	-42%	-$218K	0.03%	126
2023 Q4	$524K	Buy	10,357 +313	+3%	+$15.2K	0.06%	95
2023 Q3	$478K	Sell	10,044 -1,448	-13%	-$71.7K	0.06%	97
2023 Q2	$566K	Sell	11,492 -4,589	-29%	-$224K	0.08%	91
2023 Q1	$785K	Sell	16,081 -4,630	-22%	-$227K	0.11%	78
2022 Q4	$967K	Sell	20,711 -496	-2%	-$22.6K	0.15%	72
2022 Q3	$911K	Sell	21,207 -317,675	-94%	-$15.2M	0.16%	64
2022 Q2	$16.6M	Buy	338,882 +308,458	+1,014%	+$15.9M	2.69%	11
2022 Q1	$1.69M	Sell	30,424 -4,982	-14%	-$288K	0.26%	47
2021 Q4	$2.12M	Buy	+35,406	New	+$2.18M	0.29%	41

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.9% in Q2 2026, selling an estimated $78.1K and leaving 15,641 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #70.

Amplius Wealth Advisors first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q2 2022. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Amplius Wealth Advisors held 15,641 shares of iShares Core MSCI Emerging Markets ETF worth $1.3M as of Q2 2026.
Amplius Wealth Advisors sold 980 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $78.1K.
iShares Core MSCI Emerging Markets ETF made up 0.09% of Amplius Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Amplius Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $16.6M in Q2 2022.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.