Atlantic Edge Private Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Atlantic Edge Private Wealth Management’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	$14.1M	Sell	170,783 -12,628	-7%	-$1.01M	2.89%	9
2026 Q1	$12.8M	Buy	183,411 +9,909	+6%	+$715K	3.14%	8
2025 Q4	$11.7M	Buy	173,502 +47,010	+37%	+$3.15M	2.9%	9
2025 Q3	$8.34M	Sell	126,492 -5,525	-4%	-$345K	2.14%	15
2025 Q2	$7.92M	Sell	132,017 -3,999	-3%	-$223K	2.17%	11
2025 Q1	$7.34M	Buy	136,016 +118,804	+690%	+$6.4M	2.24%	12
2024 Q4	$899K	Sell	17,212 -14,605	-46%	-$809K	0.28%	73
2024 Q3	$1.83M	Buy	31,817 +11,530	+57%	+$624K	0.56%	45
2024 Q2	$1.09M	Buy	20,287 +3,320	+20%	+$175K	0.36%	66
2024 Q1	$875K	Buy	16,967 +6,415	+61%	+$321K	0.3%	74
2023 Q4	$534K	Buy	+10,552	New	+$511K	0.22%	87

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IEMG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.9% in Q2 2026, selling an estimated $1.01M and leaving 170,783 shares worth $14.1M. The position accounts for 2.89% of the portfolio, ranked #9.

Atlantic Edge Private Wealth Management first reported a position in IEMG in Q4 2023 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Atlantic Edge Private Wealth Management held 170,783 shares of iShares Core MSCI Emerging Markets ETF worth $14.1M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 12,628 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.01M.
iShares Core MSCI Emerging Markets ETF made up 2.89% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #9 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.