TWIN PEAKS WEALTH ADVISORS, LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 2006218
As of 2026-06-30, TWIN PEAKS WEALTH ADVISORS, LLC reported 123.32K IEMG (shares), valued at $10.22M, or 2.31% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 16.17%; reported value decreased 0.44%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.31% | 123,319 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.58% | 147,108 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 3.04% | 140,637 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 2.12% | 94,270 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.72% | 85,779 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.02% | 42,797 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 0.62% | 28,162 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 0.66% | 24,748 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 0.86% | 32,031 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.58% | 20,367 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 0.83% | 25,811 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.83% | 25,811 | $1.31M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 0.58% | 20,367 | $1.05M | Shares decreased 21.09%; reported value decreased 19.50%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 0.86% | 32,031 | $1.71M | Shares increased 57.27%; reported value increased 63.15%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.66% | 24,748 | $1.42M | Shares decreased 22.74%; reported value decreased 17.14%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 0.62% | 28,162 | $1.47M | Shares increased 13.80%; reported value increased 3.51%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 1.02% | 42,797 | $2.23M | Shares increased 51.97%; reported value increased 51.62%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 1.72% | 85,779 | $5.32M | Shares increased 100.43%; reported value increased 138.71%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.12% | 94,270 | $6.21M | Shares increased 9.90%; reported value increased 16.75%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 3.04% | 140,637 | $10.44M | Shares increased 49.19%; reported value increased 68.02%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.58% | 147,108 | $10.26M | Shares increased 4.60%; reported value decreased 1.73%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 2.31% | 123,319 | $10.22M | Shares decreased 16.17%; reported value decreased 0.44%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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