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

Avaii 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	–	Sell	-4,673	Closed	-$326K	–	179
2026 Q1	$326K	Buy	4,673 +306	+7%	+$22.1K	0.11%	108
2025 Q4	$294K	Buy	4,367 +158	+4%	+$10.6K	0.11%	115
2025 Q3	$277K	Buy	+4,209	New	+$263K	0.11%	113
2023 Q4	–	Sell	-12,633	Closed	-$601K	–	147
2023 Q3	$601K	Buy	12,633 +2,021	+19%	+$100K	0.46%	50
2023 Q2	$523K	Sell	10,612 -125	-1%	-$6.11K	0.4%	58
2023 Q1	$524K	Buy	+10,737	New	+$527K	0.46%	48

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Avaii Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2026, closing a stake of 4,673 shares — an estimated $326K sold.

Avaii Wealth Management first reported a position in IEMG in Q1 2023 and held it in 6 quarters. The position peaked at $601K in Q3 2023. 2,419 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Avaii Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Avaii Wealth Management sold 4,673 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $326K.
Avaii Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 6 quarters.
Avaii Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $601K in Q3 2023.
2,419 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.