Optivise Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Optivise Advisory Services’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	$762K	Sell	9,195 -3,284	-26%	-$262K	0.39%	72
2026 Q1	$870K	Sell	12,479 -25	-0.2%	-$1.8K	0.53%	51
2025 Q4	$841K	Buy	+12,504	New	+$839K	0.48%	59
2025 Q3	–	Sell	-8,057	Closed	-$484K	–	218
2025 Q2	$484K	Buy	8,057 +179	+2%	+$9.99K	0.25%	96
2025 Q1	$425K	Buy	7,878 +210	+3%	+$11.3K	0.24%	91
2024 Q4	$400K	Buy	7,668 +35	+0.5%	+$1.94K	0.22%	104
2024 Q3	$438K	Sell	7,633 -1,855	-20%	-$100K	0.23%	90
2024 Q2	$508K	Buy	+9,488	New	+$500K	0.27%	80

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Optivise Advisory Services's IEMG Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 26% in Q2 2026, selling an estimated $262K and leaving 9,195 shares worth $762K. The position accounts for 0.39% of the portfolio, ranked #72.

Optivise Advisory Services first reported a position in IEMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $870K in Q1 2026. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Optivise Advisory Services held 9,195 shares of iShares Core MSCI Emerging Markets ETF worth $762K as of Q2 2026.
Optivise Advisory Services sold 3,284 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $262K.
iShares Core MSCI Emerging Markets ETF made up 0.39% of Optivise Advisory Services's portfolio in Q2 2026, its #72 holding.
Optivise Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
Optivise Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $870K in Q1 2026.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.