Avid Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Avid Wealth Partners’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	$8.02M	Sell	96,827 -21,445	-18%	-$1.71M	3.88%	9
2026 Q1	$8.25M	Buy	118,272 +5,245	+5%	+$379K	3.9%	9
2025 Q4	$7.6M	Buy	113,027 +1,339	+1%	+$89.8K	3.71%	9
2025 Q3	$7.36M	Buy	111,688 +6,351	+6%	+$396K	3.66%	9
2025 Q2	$6.32M	Buy	105,337 +53,358	+103%	+$2.98M	3.62%	9
2025 Q1	$2.81M	Buy	+51,979	New	+$2.8M	1.9%	17

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 22.96% 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

Avid Wealth Partners's IEMG Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2026, selling an estimated $1.71M and leaving 96,827 shares worth $8.02M. The position accounts for 3.88% of the portfolio, ranked #9.

Avid Wealth Partners first reported a position in IEMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.25M in Q1 2026. 2,416 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Avid Wealth Partners held 96,827 shares of iShares Core MSCI Emerging Markets ETF worth $8.02M as of Q2 2026.
Avid Wealth Partners sold 21,445 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.71M.
iShares Core MSCI Emerging Markets ETF made up 3.88% of Avid Wealth Partners's portfolio in Q2 2026, its #9 holding.
Avid Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
Avid Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $8.25M in Q1 2026.
2,416 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.