Equity Building Block — Emerging Markets
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-04-10
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — Emerging Markets.
Implemented AUM
$21.4M
Across this model
Books & households
3
Live implementations
Avg. drift
3.7%
Off target equity weight
Next rebalance
Aug 12
Q3 window
Status
Cross-book implementation health for this model
Books & households
Where this model is implemented
| Account | AUM | Custodian | Drift | Status |
|---|---|---|---|---|
Nguyen Profit-Share Rebalanced 2026-03-12 | $5.6M | Schwab | 5.7% | Drift detected |
Nguyen Profit-Share Rebalanced 2026-04-17 | $9.8M | LPL | 1.7% | Rebalance due |
Vance Legacy Rebalanced 2026-01-18 | $6.0M | Pershing | 3.8% | Rebalance due |
Custodian and rebalance status are illustrative.
Trade execution history
Recent and scheduled rebalance activity
Quarterly rebalance
2026-07-14US Large-Cap Growth, Core Bond
$2.6M notionalExecutedTactical tilt
2026-04-09International Core Equity
$1.3M notionalExecutedQ3 rebalance (scheduled)
2026-08-12Pending sleeve review
$2.1M notionalScheduled
Automated updates flow from the model construction version.
Connected implementation
Automated updates keep books in sync with model construction changes
Auto-sync
Enabled
Construction v-current pushes on next rebalance
Custodians connected
3
Across this model's books
Implementation status
Rebalance due
Roll-up across books
Prototype — connected custodian feeds are illustrative.