B. Riley Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

B. Riley Wealth Advisors’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	$5.91M	Sell	72,360 -25,416	-26%	-$2.03M	0.32%	78
2026 Q1	$6.58M	Sell	97,776 -8,957	-8%	-$646K	0.42%	54
2025 Q4	$7.17M	Buy	106,733 +9,849	+10%	+$661K	0.33%	62
2025 Q3	$6.39M	Sell	96,884 -9,721	-9%	-$606K	0.3%	66
2025 Q2	$6.4M	Buy	+106,605	New	+$5.95M	0.3%	68
2024 Q4	$6.84M	Sell	130,989 -42,563	-25%	-$2.36M	0.22%	98
2024 Q3	$10M	Sell	173,552 -61,085	-26%	-$3.31M	0.28%	72
2024 Q2	$12.6M	Sell	234,637 -69,438	-23%	-$3.66M	0.32%	58
2024 Q1	$14.5M	Buy	304,075 +69,531	+30%	+$3.48M	0.39%	50
2023 Q4	$11.9M	Sell	234,544 -69,531	-23%	-$3.37M	0.32%	59
2023 Q3	$14.5M	Sell	304,075 -8,779	-3%	-$434K	0.39%	50
2023 Q2	$15.4M	Sell	312,854 -12,914	-4%	-$631K	0.35%	58
2023 Q1	$15.9M	Buy	325,768 +212,164	+187%	+$10.4M	0.42%	46
2022 Q4	$5.31M	Sell	113,604 -13,399	-11%	-$609K	0.15%	158
2022 Q3	$5.46M	Buy	127,003 +75,661	+147%	+$3.63M	0.16%	139
2022 Q2	$2.52M	Sell	51,342 -3,078	-6%	-$159K	0.11%	196
2022 Q1	$3.02M	Buy	54,420 +3,021	+6%	+$175K	0.1%	219
2021 Q4	$3.08M	Sell	51,399 -5,371	-9%	-$331K	0.09%	248
2021 Q3	$3.51M	Buy	56,770 +2,679	+5%	+$171K	0.11%	206
2021 Q2	$3.62M	Sell	54,091 -1,591	-3%	-$105K	0.12%	199
2021 Q1	$3.58M	Buy	55,682 +2,990	+6%	+$197K	0.13%	184
2020 Q4	$3.27M	Sell	52,692 -3,927	-7%	-$226K	0.17%	131
2020 Q3	$2.96M	Buy	56,619 +19,356	+52%	+$1.01M	0.16%	147
2020 Q2	$1.77M	Sell	37,263 -30,530	-45%	-$1.36M	0.12%	184
2020 Q1	$2.75M	Sell	67,793 -34,029	-33%	-$1.67M	0.23%	105
2019 Q4	$5.47M	Buy	101,822 +47,887	+89%	+$2.47M	0.47%	46
2019 Q3	$2.65M	Buy	53,935 +23,978	+80%	+$1.19M	0.26%	86
2019 Q2	$1.54M	Buy	29,957 +4,379	+17%	+$224K	0.17%	127
2019 Q1	$1.32M	Buy	25,578 +5,190	+25%	+$263K	0.17%	136
2018 Q4	$963K	Sell	20,388 -16	-0.1%	-$774	0.14%	158
2018 Q3	$1.06M	Sell	20,404 -2,445	-11%	-$128K	0.13%	183
2018 Q2	$1.2M	Buy	22,849 +4,229	+23%	+$237K	0.16%	154
2018 Q1	$1.09M	Buy	18,620 +3,913	+27%	+$231K	0.15%	155
2017 Q4	$838K	Buy	14,707 +963	+7%	+$53.8K	0.11%	202
2017 Q3	$743K	Buy	13,744 +5,688	+71%	+$302K	0.12%	181
2017 Q2	$404K	Buy	8,056 +1,834	+29%	+$90.5K	0.07%	297
2017 Q1	$299K	Buy	6,222 +724	+13%	+$33.3K	0.06%	344
2016 Q4	$235K	Buy	+5,498	New	+$241K	0.05%	409
2014 Q3	–	Sell	-168	Closed	-$8.69K	–	1229
2014 Q2	$8.69K	Buy	+168	New	+$8.53K	﹤0.01%	1842

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

B. Riley Wealth Advisors's IEMG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 26% in Q2 2026, selling an estimated $2.03M and leaving 72,360 shares worth $5.91M. The position accounts for 0.32% of the portfolio, ranked #78.

B. Riley Wealth Advisors first reported a position in IEMG in Q2 2014 and has held it in 39 quarters since. The position peaked at $15.9M in Q1 2023. 502 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

B. Riley Wealth Advisors held 72,360 shares of iShares Core MSCI Emerging Markets ETF worth $5.91M as of Q2 2026.
B. Riley Wealth Advisors sold 25,416 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.03M.
iShares Core MSCI Emerging Markets ETF made up 0.32% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #78 holding.
B. Riley Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2014 and has held it in 39 quarters since.
B. Riley Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $15.9M in Q1 2023.
502 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.