Avidian Wealth Enterprises’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Avidian Wealth Enterprises’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	$17.2M	Buy	207,391 +2,429	+1%	+$194K	0.48%	37
2026 Q1	$14.3M	Sell	204,962 -35,625	-15%	-$2.57M	0.45%	36
2025 Q4	$16.2M	Buy	240,587 +108,783	+83%	+$7.3M	0.59%	32
2025 Q3	$8.69M	Buy	131,804 +5,040	+4%	+$314K	0.33%	50
2025 Q2	$7.61M	Buy	126,764 +19,456	+18%	+$1.09M	0.31%	52
2025 Q1	$5.79M	Buy	107,308 +7,782	+8%	+$419K	0.26%	65
2024 Q4	$5.2M	Sell	99,526 -638	-0.6%	-$35.3K	0.23%	67
2024 Q3	$5.75M	Sell	100,164 -10,176	-9%	-$551K	0.26%	63
2024 Q2	$5.91M	Buy	110,340 +9,033	+9%	+$476K	0.25%	62
2024 Q1	$5.23M	Sell	101,307 -1,146,049	-92%	-$57.4M	0.25%	64
2023 Q4	$63.1M	Buy	1,247,356 +45,949	+4%	+$2.23M	3.88%	3
2023 Q3	$57.2M	Sell	1,201,407 -35,150	-3%	-$1.74M	4.03%	3
2023 Q2	$60.9M	Sell	1,236,557 -80,059	-6%	-$3.91M	3.99%	3
2023 Q1	$64.2M	Buy	1,316,616 +322,746	+32%	+$15.8M	3.52%	3
2022 Q4	$46.4M	Sell	993,870 -67,879	-6%	-$3.09M	3.02%	4
2022 Q3	$45.6M	Buy	1,061,749 +184,612	+21%	+$8.85M	3.3%	4
2022 Q2	$43M	Buy	877,137 +113,682	+15%	+$5.87M	3.05%	4
2022 Q1	$42.4M	Sell	763,455 -109,186	-13%	-$6.31M	2.6%	5
2021 Q4	$52.2M	Sell	872,641 -115,810	-12%	-$7.15M	3.25%	5
2021 Q3	$61M	Buy	988,451 +54,915	+6%	+$3.5M	4.65%	3
2021 Q2	$62.5M	Buy	933,536 +89,401	+11%	+$5.89M	4.8%	3
2021 Q1	$54.3M	Buy	844,135 +318,584	+61%	+$21M	4.63%	4
2020 Q4	$32.6M	Buy	525,551 +30,366	+6%	+$1.75M	3.09%	5
2020 Q3	$26.1M	Buy	495,185 +162,927	+49%	+$8.54M	2.96%	9
2020 Q2	$15.8M	Buy	332,258 +66,290	+25%	+$2.96M	2.13%	10
2020 Q1	$10.8M	Sell	265,968 -320,994	-55%	-$15.8M	1.73%	13
2019 Q4	$31.6M	Buy	586,962 +28,430	+5%	+$1.47M	4.48%	7
2019 Q3	$27.4M	Buy	+558,532	New	+$27.7M	4.51%	7

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

Avidian Wealth Enterprises's IEMG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.2% in Q2 2026, buying an estimated $194K and bringing the position to 207,391 shares worth $17.2M. The position accounts for 0.48% of the portfolio, ranked #37.

Avidian Wealth Enterprises first reported a position in IEMG in Q3 2019 and has held it in 28 quarters since. The position peaked at $64.2M in Q1 2023. 1,240 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Avidian Wealth Enterprises held 207,391 shares of iShares Core MSCI Emerging Markets ETF worth $17.2M as of Q2 2026.
Avidian Wealth Enterprises bought 2,429 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $194K.
iShares Core MSCI Emerging Markets ETF made up 0.48% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #37 holding.
Avidian Wealth Enterprises first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 28 quarters since.
Avidian Wealth Enterprises's iShares Core MSCI Emerging Markets ETF position peaked at $64.2M in Q1 2023.
1,240 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.