Perennial Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Perennial Investment 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	$11M	Sell	133,132 -33,265	-20%	-$2.65M	0.73%	26
2026 Q1	$11.6M	Buy	166,397 +9,641	+6%	+$696K	0.92%	20
2025 Q4	$10.5M	Buy	156,756 +19,907	+15%	+$1.34M	0.83%	22
2025 Q3	$9.02M	Buy	136,849 +29,523	+28%	+$1.84M	0.74%	29
2025 Q2	$6.44M	Buy	107,326 +74,868	+231%	+$4.18M	0.62%	30
2025 Q1	$1.75M	Buy	32,458 +1,868	+6%	+$101K	0.2%	94
2024 Q4	$1.6M	Buy	30,590 +11,691	+62%	+$647K	0.19%	95
2024 Q3	$1.09M	Sell	18,899 -7,014	-27%	-$380K	0.14%	124
2024 Q2	$1.39M	Buy	25,913 +10,375	+67%	+$547K	0.2%	85
2024 Q1	$802K	Sell	15,538 -4,244	-21%	-$213K	0.12%	140
2023 Q4	$1M	Sell	19,782 -966	-5%	-$46.8K	0.17%	102
2023 Q3	$987K	Sell	20,748 -2,809	-12%	-$139K	0.18%	101
2023 Q2	$1.16M	Buy	23,557 +552	+2%	+$27K	0.2%	98
2023 Q1	$1.12M	Buy	23,005 +9,227	+67%	+$453K	0.21%	96
2022 Q4	$643K	Sell	13,778 -5,703	-29%	-$259K	0.26%	76
2022 Q3	$837K	Sell	19,481 -168	-0.9%	-$8.05K	0.38%	52
2022 Q2	$962K	Sell	19,649 -2,127	-10%	-$110K	0.38%	57
2022 Q1	$1.21M	Sell	21,776 -2,703	-11%	-$156K	0.38%	54
2021 Q4	$1.47M	Buy	24,479 +256	+1%	+$15.8K	0.46%	42
2021 Q3	$1.5M	Sell	24,223 -3,807	-14%	-$242K	0.53%	38
2021 Q2	$1.88M	Buy	28,030 +145	+0.5%	+$9.55K	0.68%	29
2021 Q1	$1.79M	Sell	27,885 -12	-0%	-$789	0.71%	28
2020 Q4	$1.73M	Buy	27,897 +5,094	+22%	+$294K	0.74%	29
2020 Q3	$1.2M	Buy	22,803 +6,868	+43%	+$360K	0.6%	32
2020 Q2	$759K	Sell	15,935 -11,039	-41%	-$493K	0.51%	41
2020 Q1	$1.09M	Sell	26,974 -21,189	-44%	-$1.04M	0.97%	25
2019 Q4	$2.59M	Buy	+48,163	New	+$2.48M	2.04%	12

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perennial Investment Advisors's IEMG Position: Q2 2026 in Review

Perennial Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q2 2026, selling an estimated $2.65M and leaving 133,132 shares worth $11M. The position accounts for 0.73% of the portfolio, ranked #26.

Perennial Investment Advisors first reported a position in IEMG in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q1 2026. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Perennial Investment Advisors held 133,132 shares of iShares Core MSCI Emerging Markets ETF worth $11M as of Q2 2026.
Perennial Investment Advisors sold 33,265 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.65M.
iShares Core MSCI Emerging Markets ETF made up 0.73% of Perennial Investment Advisors's portfolio in Q2 2026, its #26 holding.
Perennial Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Perennial Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $11.6M in Q1 2026.
2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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