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

Octavia Wealth Advisors’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 		$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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return