Avantra Family Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Avantra Family Wealth’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	$1.09M	Sell	13,164 -4,934	-27%	-$393K	0.7%	36
2026 Q1	$1.26M	Buy	18,098 +182	+1%	+$13.1K	0.94%	28
2025 Q4	$1.2M	Buy	17,916 +2,036	+13%	+$137K	0.87%	33
2025 Q3	$1.05M	Buy	15,880 +5,978	+60%	+$373K	0.78%	36
2025 Q2	$594K	Buy	9,902 +5,213	+111%	+$291K	0.49%	56
2025 Q1	$253K	Buy	4,689 +704	+18%	+$37.9K	0.24%	131
2024 Q4	$208K	Buy	+3,985	New	+$221K	0.19%	145

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Avantra Family Wealth's IEMG Position: Q2 2026 in Review

Avantra Family Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 27% in Q2 2026, selling an estimated $393K and leaving 13,164 shares worth $1.09M. The position accounts for 0.7% of the portfolio, ranked #36.

Avantra Family Wealth first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Avantra Family Wealth held 13,164 shares of iShares Core MSCI Emerging Markets ETF worth $1.09M as of Q2 2026.
Avantra Family Wealth sold 4,934 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $393K.
iShares Core MSCI Emerging Markets ETF made up 0.7% of Avantra Family Wealth's portfolio in Q2 2026, its #36 holding.
Avantra Family Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $1.26M in Q1 2026.
1,240 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.