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 Q2	$11M	Sell	132,373 -13,937	-10%	-$1.11M	1.61%	15
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 $1.55T 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

Bell Investment Advisors's IEMG Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.5% in Q2 2026, selling an estimated $1.11M and leaving 132,373 shares worth $11M. The position accounts for 1.61% of the portfolio, ranked #15.

Bell Investment Advisors first reported a position in IEMG in Q3 2021 and has held it in 19 quarters since. 2,414 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Bell Investment Advisors held 132,373 shares of iShares Core MSCI Emerging Markets ETF worth $11M as of Q2 2026.
Bell Investment Advisors sold 13,937 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.11M.
iShares Core MSCI Emerging Markets ETF made up 1.61% of Bell Investment Advisors's portfolio in Q2 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 19 quarters since.
2,414 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.