Bay Harbor Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bay Harbor 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	$8.92M	Sell	107,695 -67,345	-38%	-$5.37M	2.06%	14
2026 Q1	$12.2M	Sell	175,040 -14,332	-8%	-$1.03M	3.17%	12
2025 Q4	$12.7M	Buy	189,372 +33,334	+21%	+$2.24M	3.33%	12
2025 Q3	$10.3M	Buy	156,038 +14,021	+10%	+$875K	2.78%	15
2025 Q2	$8.53M	Buy	142,017 +72,832	+105%	+$4.06M	2.47%	15
2025 Q1	$3.73M	Buy	69,185 +25,744	+59%	+$1.39M	1.18%	28
2024 Q4	$2.27M	Buy	43,441 +821	+2%	+$45.5K	0.74%	30
2024 Q3	$2.45M	Sell	42,620 -17,910	-30%	-$969K	0.8%	28
2024 Q2	$3.24M	Buy	60,530 +37,575	+164%	+$1.98M	1.13%	24
2024 Q1	$1.18M	Sell	22,955 -41,316	-64%	-$2.07M	0.43%	32
2023 Q4	$3.25M	Buy	64,271 +2,279	+4%	+$110K	1.24%	21
2023 Q3	$2.95M	Sell	61,992 -46,090	-43%	-$2.28M	1.24%	20
2023 Q2	$5.33M	Sell	108,082 -1,962	-2%	-$95.8K	2.17%	17
2023 Q1	$5.37M	Buy	110,044 +109,934	+99,940%	+$5.39M	2.28%	16
2022 Q4	$5K	Buy	+110	New	+$5K	﹤0.01%	144
2022 Q3	–	Sell	-39	Closed	-$2K	–	203
2022 Q2	$2K	Sell	39 -32	-45%	-$1.65K	﹤0.01%	165
2022 Q1	$4K	Buy	71 +32	+82%	+$1.85K	﹤0.01%	149
2021 Q4	$2K	Sell	39 -221	-85%	-$13.6K	﹤0.01%	149
2021 Q3	$16K	Sell	260 -478	-65%	-$30.4K	0.01%	140
2021 Q2	$49K	Sell	738 -536	-42%	-$35.3K	0.02%	130
2021 Q1	$82K	Sell	1,274 -964	-43%	-$63.4K	0.04%	81
2020 Q4	$139K	Sell	2,238 -991	-31%	-$57.1K	0.06%	89
2020 Q3	$170K	Buy	3,229 +3,130	+3,162%	+$164K	0.08%	84
2020 Q2	$5K	Sell	99 -29,019	-100%	-$1.3M	﹤0.01%	242
2020 Q1	$1.18M	Sell	29,118 -18,944	-39%	-$930K	0.72%	28
2019 Q4	$2.58M	Buy	48,062 +24,445	+104%	+$1.26M	1.4%	19
2019 Q3	$1.16M	Sell	23,617 -3,591	-13%	-$178K	0.69%	30
2019 Q2	$1.4M	Buy	27,208 +12,174	+81%	+$622K	0.87%	28
2019 Q1	$777K	Buy	15,034 +1,529	+11%	+$77.4K	0.53%	34
2018 Q4	$637K	Buy	+13,505	New	+$653K	0.51%	37

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

Bay Harbor Wealth Management's IEMG Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 38% in Q2 2026, selling an estimated $5.37M and leaving 107,695 shares worth $8.92M. The position accounts for 2.06% of the portfolio, ranked #14.

Bay Harbor Wealth Management first reported a position in IEMG in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.7M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Bay Harbor Wealth Management held 107,695 shares of iShares Core MSCI Emerging Markets ETF worth $8.92M as of Q2 2026.
Bay Harbor Wealth Management sold 67,345 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $5.37M.
iShares Core MSCI Emerging Markets ETF made up 2.06% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #14 holding.
Bay Harbor Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Bay Harbor Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $12.7M in Q4 2025.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.