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

Sovran 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	$7.94M	Sell	107,096 -26,478	-20%	-$2.11M	0.59%	33
2026 Q1	$10.5M	Sell	133,574 -14,245	-10%	-$1.03M	0.82%	24
2025 Q4	$10.5M	Buy	147,819 +23,128	+19%	+$1.55M	0.89%	20
2025 Q3	$8.53M	Buy	124,691 +19,353	+18%	+$1.21M	0.75%	28
2025 Q2	$6.33M	Buy	105,338 +42,596	+68%	+$2.38M	0.66%	33
2025 Q1	$3.26M	Buy	62,742 +20,220	+48%	+$1.09M	0.42%	57
2024 Q4	$2.18M	Buy	+42,522	New	+$2.35M	0.31%	83

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

Sovran Advisors's IEMG Position: Q2 2026 in Review

Sovran Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 20% in Q2 2026, selling an estimated $2.11M and leaving 107,096 shares worth $7.94M. The position accounts for 0.59% of the portfolio, ranked #33.

Sovran Advisors first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Sovran Advisors held 107,096 shares of iShares Core MSCI Emerging Markets ETF worth $7.94M as of Q2 2026.
Sovran Advisors sold 26,478 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.11M.
iShares Core MSCI Emerging Markets ETF made up 0.59% of Sovran Advisors's portfolio in Q2 2026, its #33 holding.
Sovran Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $10.5M in Q4 2025.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.