Atria Wealth Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$22.9M	Sell	380,836 -13,589	-3%	-$758K	0.52%	32
2025 Q1	$21.3M	Buy	394,425 +54,369	+16%	+$2.93M	0.26%	84
2024 Q4	$17.8M	Buy	340,056 +81,172	+31%	+$4.5M	0.19%	105
2024 Q3	$14.9M	Sell	258,884 -111,768	-30%	-$6.05M	0.16%	131
2024 Q2	$19.8M	Buy	370,652 +136,923	+59%	+$7.22M	0.22%	95
2024 Q1	$12.1M	Sell	233,729 -129,910	-36%	-$6.51M	0.14%	164
2023 Q4	$18.4M	Buy	363,639 +4,803	+1%	+$233K	0.23%	99
2023 Q3	$17.1M	Sell	358,836 -147,285	-29%	-$7.29M	0.24%	92
2023 Q2	$24.9M	Sell	506,121 -12,532	-2%	-$612K	0.34%	53
2023 Q1	$25.3M	Buy	518,653 +392,336	+311%	+$19.2M	0.37%	51
2022 Q4	$5.9M	Sell	126,317 -11,129	-8%	-$506K	0.09%	227
2022 Q3	$5.91M	Buy	137,446 +7,025	+5%	+$337K	0.1%	200
2022 Q2	$6.4M	Buy	130,421 +24,462	+23%	+$1.26M	0.12%	184
2022 Q1	$5.89M	Buy	+105,959	New	+$6.12M	0.1%	220

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Atria Wealth Solutions's IEMG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.4% in Q2 2025, selling an estimated $758K and leaving 380,836 shares worth $22.9M. The position accounts for 0.52% of the portfolio, ranked #32.

Atria Wealth Solutions first reported a position in IEMG in Q1 2022 and has held it in 14 quarters since. The position peaked at $25.3M in Q1 2023. 1,908 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

Atria Wealth Solutions held 380,836 shares of iShares Core MSCI Emerging Markets ETF worth $22.9M as of Q2 2025.
Atria Wealth Solutions sold 13,589 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $758K.
iShares Core MSCI Emerging Markets ETF made up 0.52% of Atria Wealth Solutions's portfolio in Q2 2025, its #32 holding.
Atria Wealth Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core MSCI Emerging Markets ETF position peaked at $25.3M in Q1 2023.
1,908 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.