Invera 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
$4.85M Sell
58,553
-3,019
-5% -$241K 2.6% 11
2026
Q1
$4.29M Sell
61,572
-2,420
-4% -$175K 2.76% 11
2025
Q4
$4.3M Sell
63,992
-4,587
-7% -$308K 2.72% 12
2025
Q3
$4.52M Sell
68,579
-976
-1% -$60.9K 2.79% 12
2025
Q2
$4.18M Sell
69,555
-422
-0.6% -$23.5K 2.72% 12
2025
Q1
$3.78M Sell
69,977
-10,475
-13% -$564K 2.44% 13
2024
Q4
$4.27M Sell
80,452
-109
-0.1% -$6.04K 4.23% 10
2024
Q3
$4.6M Sell
80,561
-2,058
-2% -$111K 4.57% 9
2024
Q2
$4.59M Buy
82,619
+9,747
+13% +$514K 4.71% 8
2024
Q1
$3.66M Buy
72,872
+2,788
+4% +$140K 3.11% 12
2023
Q4
$3.54M Buy
+70,084
New +$3.39M 2.22% 14

Other funds holding IEMG

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

Invera Wealth Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.9% in Q2 2026, selling an estimated $241K and leaving 58,553 shares worth $4.85M. The position accounts for 2.6% of the portfolio, ranked #11.

Invera Wealth Advisors first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. 2,401 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Invera Wealth Advisors held 58,553 shares of iShares Core MSCI Emerging Markets ETF worth $4.85M as of Q2 2026.
  • Invera Wealth Advisors sold 3,019 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $241K.
  • iShares Core MSCI Emerging Markets ETF made up 2.6% of Invera Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Invera Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.