Davis Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.19M Sell
74,725
-21,837
-23% -$1.74M 4.79% 4
2026
Q1
$6.74M Sell
96,562
-3,278
-3% -$237K 5.6% 3
2025
Q4
$6.71M Buy
+99,840
New +$6.7M 5.58% 2

Other funds holding IEMG

Davis Wealth Advisors's IEMG Position: Q2 2026 in Review

Davis Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 23% in Q2 2026, selling an estimated $1.74M and leaving 74,725 shares worth $6.19M. The position accounts for 4.79% of the portfolio, ranked #4.

Davis Wealth Advisors first reported a position in IEMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.74M in Q1 2026. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Davis Wealth Advisors held 74,725 shares of iShares Core MSCI Emerging Markets ETF worth $6.19M as of Q2 2026.
  • Davis Wealth Advisors sold 21,837 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.74M.
  • iShares Core MSCI Emerging Markets ETF made up 4.79% of Davis Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Davis Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $6.74M in Q1 2026.
  • 2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.