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

Bell Investment 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 Q1	$10.2M	Sell	146,310 -9,427	-6%	-$680K	1.6%	15
2025 Q4	$10.5M	Buy	155,737 +2,962	+2%	+$199K	1.66%	14
2025 Q3	$10.1M	Buy	152,775 +7,273	+5%	+$454K	1.65%	14
2025 Q2	$8.73M	Buy	145,502 +11,375	+8%	+$635K	1.5%	16
2025 Q1	$7.24M	Buy	134,127 +2,373	+2%	+$128K	1.34%	16
2024 Q4	$6.88M	Buy	131,754 +3,022	+2%	+$167K	1.29%	20
2024 Q3	$7.39M	Buy	128,732 +2,916	+2%	+$158K	1.36%	19
2024 Q2	$6.73M	Buy	125,816 +2,305	+2%	+$122K	1.32%	19
2024 Q1	$6.37M	Sell	123,511 -805	-0.6%	-$40.3K	1.25%	21
2023 Q4	$6.29M	Sell	124,316 -1,761	-1%	-$85.3K	1.29%	20
2023 Q3	$6M	Sell	126,077 -3,382	-3%	-$167K	1.34%	19
2023 Q2	$6.38M	Buy	129,459 +2,019	+2%	+$98.6K	1.42%	18
2023 Q1	$6.22M	Buy	127,440 +3,847	+3%	+$189K	1.45%	18
2022 Q4	$5.77M	Buy	123,593 +44,230	+56%	+$2.01M	1.44%	18
2022 Q3	$3.41M	Buy	79,363 +2,356	+3%	+$113K	1.06%	22
2022 Q2	$3.78M	Buy	+77,007	New	+$3.98M	1.16%	21
2021 Q4	$4.27M	Buy	71,296 +7,338	+11%	+$453K	1.17%	19
2021 Q3	$3.95M	Buy	+63,958	New	+$4.07M	1.17%	20

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's IEMG Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.1% in Q1 2026, selling an estimated $680K and leaving 146,310 shares worth $10.2M. The position accounts for 1.6% of the portfolio, ranked #15.

Bell Investment Advisors first reported a position in IEMG in Q3 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Bell Investment Advisors held 146,310 shares of iShares Core MSCI Emerging Markets ETF worth $10.2M as of Q1 2026.
Bell Investment Advisors sold 9,427 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $680K.
iShares Core MSCI Emerging Markets ETF made up 1.6% of Bell Investment Advisors's portfolio in Q1 2026, its #15 holding.
Bell Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $10.5M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.