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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CVA Family Office's IEMG Position: Q1 2026 in Review

CVA Family Office reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.97% in Q1 2026, selling an estimated $7.36K and leaving 10,441 shares worth $728K. The position accounts for 0.08% of the portfolio, ranked #145.

CVA Family Office first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.25M in Q2 2021. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

CVA Family Office held 10,441 shares of iShares Core MSCI Emerging Markets ETF worth $728K as of Q1 2026.
CVA Family Office sold 102 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $7.36K.
iShares Core MSCI Emerging Markets ETF made up 0.08% of CVA Family Office's portfolio in Q1 2026, its #145 holding.
CVA Family Office first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
CVA Family Office's iShares Core MSCI Emerging Markets ETF position peaked at $8.25M in Q2 2021.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.