Octavia 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
$64.7M Buy
780,613
+19,927
+3% +$1.59M 5.58% 5
2026
Q1
$53.1M Sell
760,686
-16,077
-2% -$1.16M 5.07% 5
2025
Q4
$52.2M Buy
776,763
+24,697
+3% +$1.66M 4.99% 4
2025
Q3
$49.6M Buy
752,066
+17,812
+2% +$1.11M 4.93% 4
2025
Q2
$44.1M Buy
734,254
+5,152
+0.7% +$287K 5.01% 4
2025
Q1
$39.3M Sell
729,102
-1,482
-0.2% -$79.8K 4.78% 5
2024
Q4
$38.2M Buy
730,584
+17,021
+2% +$943K 4.63% 5
2024
Q3
$41M Buy
713,563
+54,241
+8% +$2.94M 5.05% 5
2024
Q2
$35.3M Buy
659,322
+40,591
+7% +$2.14M 4.81% 5
2024
Q1
$31.9M Buy
618,731
+116,477
+23% +$5.83M 4.72% 5
2023
Q4
$25.4M Buy
502,254
+38,843
+8% +$1.88M 4.48% 4
2023
Q3
$22.1M Buy
+463,411
New +$22.9M 4.47% 3
2021
Q4
Sell
-3,861
Closed -$237K 193
2021
Q3
$237K Sell
3,861
-648
-14% -$41.3K 0.06% 164
2021
Q2
$302K Sell
4,509
-530
-11% -$34.9K 0.08% 132
2021
Q1
$324K Sell
5,039
-1,819
-27% -$120K 0.1% 127
2020
Q4
$425K Buy
+6,858
New +$395K 0.14% 103

Other funds holding IEMG

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

Octavia Wealth Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.6% in Q2 2026, buying an estimated $1.59M and bringing the position to 780,613 shares worth $64.7M. The position accounts for 5.58% of the portfolio, ranked #5.

Octavia Wealth Advisors first reported a position in IEMG in Q4 2020 and has held it in 16 quarters since. 2,405 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Octavia Wealth Advisors held 780,613 shares of iShares Core MSCI Emerging Markets ETF worth $64.7M as of Q2 2026.
  • Octavia Wealth Advisors bought 19,927 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.59M.
  • iShares Core MSCI Emerging Markets ETF made up 5.58% of Octavia Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Octavia Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 16 quarters since.
  • 2,405 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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