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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avaii Wealth Management's IEMG Position: Q1 2026 in Review

Avaii Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7% in Q1 2026, buying an estimated $22.1K and bringing the position to 4,673 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #108.

Avaii Wealth Management first reported a position in IEMG in Q1 2023 and has held it in 6 quarters since. The position peaked at $601K in Q3 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Avaii Wealth Management held 4,673 shares of iShares Core MSCI Emerging Markets ETF worth $326K as of Q1 2026.
Avaii Wealth Management bought 306 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $22.1K.
iShares Core MSCI Emerging Markets ETF made up 0.11% of Avaii Wealth Management's portfolio in Q1 2026, its #108 holding.
Avaii Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 6 quarters since.
Avaii Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $601K in Q3 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.