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CVA Family Office’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

CVA Family Office’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 		$922K Buy
11,133
+692
+7% +$55.2K 0.08% 130
2026
Q1 		$728K Sell
10,441
-102
-1% -$7.36K 0.08% 145
2025
Q4 		$709K Buy
10,543
+67
+0.6% +$4.5K 0.08% 135
2025
Q3 		$691K Sell
10,476
-535
-5% -$33.4K 0.09% 140
2025
Q2 		$661K Sell
11,011
-182
-2% -$10.2K 0.09% 133
2025
Q1 		$604K Sell
11,193
-2,685
-19% -$145K 0.09% 138
2024
Q4 		$725K Sell
13,878
-760
-5% -$42.1K 0.11% 118
2024
Q3 		$840K Sell
14,638
-2,635
-15% -$143K 0.14% 106
2024
Q2 		$925K Sell
17,273
-3,226
-16% -$170K 0.17% 89
2024
Q1 		$1.06M Sell
20,499
-1,982
-9% -$99.3K 0.19% 87
2023
Q4 		$1.14M Sell
22,481
-6,915
-24% -$335K 0.22% 77
2023
Q3 		$1.4M Sell
29,396
-4,386
-13% -$217K 0.32% 59
2023
Q2 		$1.67M Buy
33,782
+4
+0% +$195 0.35% 53
2023
Q1 		$1.65M Sell
33,778
-712
-2% -$34.9K 0.37% 51
2022
Q4 		$1.61M Sell
34,490
-14,398
-29% -$655K 0.39% 50
2022
Q3 		$2.1M Buy
48,888
+1,940
+4% +$93K 0.57% 45
2022
Q2 		$2.3M Sell
46,948
-8,983
-16% -$464K 0.63% 40
2022
Q1 		$3.11M Sell
55,931
-4,842
-8% -$280K 0.74% 33
2021
Q4 		$3.64M Buy
60,773
+32,465
+115% +$2M 0.91% 26
2021
Q3 		$1.5M Sell
28,308
-94,894
-77% -$6.04M 1.08% 24
2021
Q2 		$8.25M Buy
123,202
+15,726
+15% +$1.04M 2.35% 10
2021
Q1 		$6.92M Buy
107,476
+74,027
+221% +$4.87M 2.63% 7
2020
Q4 		$2.08M Buy
33,449
+5,141
+18% +$296K 1.27% 21
2020
Q3 		$1.5M Buy
28,308
+3,829
+16% +$201K 1.08% 24
2020
Q2 		$1.17M Sell
24,479
-5,752
-19% -$257K 0.96% 26
2020
Q1 		$1.22M Buy
30,231
+273
+0.9% +$13.4K 1.24% 24
2019
Q4 		$1.61M Buy
+29,958
New +$1.54M 1.48% 16

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CVA Family Office's IEMG Position: Q2 2026 in Review

CVA Family Office increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.6% in Q2 2026, buying an estimated $55.2K and bringing the position to 11,133 shares worth $922K. The position accounts for 0.08% of the portfolio, ranked #130.

CVA Family Office first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.25M in Q2 2021. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • CVA Family Office held 11,133 shares of iShares Core MSCI Emerging Markets ETF worth $922K as of Q2 2026.
  • CVA Family Office bought 692 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $55.2K.
  • iShares Core MSCI Emerging Markets ETF made up 0.08% of CVA Family Office's portfolio in Q2 2026, its #130 holding.
  • CVA Family Office first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's iShares Core MSCI Emerging Markets ETF position peaked at $8.25M in Q2 2021.
  • 2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.