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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perennial Investment Advisors's IEMG Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.2% in Q1 2026, buying an estimated $696K and bringing the position to 166,397 shares worth $11.6M. The position accounts for 0.92% of the portfolio, ranked #20.

Perennial Investment Advisors first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. 2,287 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Perennial Investment Advisors held 166,397 shares of iShares Core MSCI Emerging Markets ETF worth $11.6M as of Q1 2026.
  • Perennial Investment Advisors bought 9,641 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $696K.
  • iShares Core MSCI Emerging Markets ETF made up 0.92% of Perennial Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Perennial Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,287 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.