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Blue Bell Private Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Blue Bell 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
Q1 		$146K Buy
2,089
+671
+47% +$48.4K 0.02% 299
2025
Q4 		$95.3K Buy
1,418
+505
+55% +$33.9K 0.01% 336
2025
Q3 		$60.2K Buy
913
+20
+2% +$1.25K 0.01% 380
2025
Q2 		$53.6K Hold
893
– – 0.01% 384
2025
Q1 		$48.2K Buy
893
+388
+77% +$20.9K 0.01% 380
2024
Q4 		$26.4K Buy
505
+23
+5% +$1.27K 0.01% 426
2024
Q3 		$27.7K Hold
482
– – 0.01% 441
2024
Q2 		$25.8K Hold
482
– – 0.01% 436
2024
Q1 		$24.9K Sell
482
-1,831
-79% -$91.7K 0.01% 440
2023
Q4 		$117K Buy
2,313
+2,058
+807% +$99.7K 0.03% 217
2023
Q3 		$12.1K Sell
255
-225
-47% -$11.1K ﹤0.01% 404
2023
Q2 		$23.7K Buy
480
+478
+23,900% +$23.3K 0.01% 335
2023
Q1 		$100 Buy
+2
New +$98 ﹤0.01% 656
2022
Q3 		– Sell
-2
Closed – – 785
2022
Q2 		$0 Hold
2
– – ﹤0.01% 840
2022
Q1 		$0 Hold
2
– – ﹤0.01% 892
2021
Q4 		$0 Buy
+2
New +$123 ﹤0.01% 847
2017
Q3 		– Sell
-45
Closed -$2K – 247
2017
Q2 		$2K Hold
45
– – ﹤0.01% 229
2017
Q1 		$2K Hold
45
– – ﹤0.01% 235
2016
Q4 		$2K Sell
45
-1,300
-97% -$57K ﹤0.01% 252
2016
Q3 		$62K Buy
1,345
+345
+35% +$15.3K 0.04% 187
2016
Q2 		$42K Hold
1,000
– – 0.03% 230
2016
Q1 		$42K Hold
1,000
– – 0.03% 236
2015
Q4 		$39K Sell
1,000
-400
-29% -$16.7K 0.03% 239
2015
Q3 		$56K Hold
1,400
– – 0.04% 201
2015
Q2 		$67K Hold
1,400
– – 0.04% 186
2015
Q1 		$67K Hold
1,400
– – 0.04% 185
2014
Q4 		$65K Sell
1,400
-200
-13% -$9.76K 0.04% 198
2014
Q3 		$80K Buy
+1,600
New +$84.7K 0.05% 184

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Bell Private Wealth Management's IEMG Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 47% in Q1 2026, buying an estimated $48.4K and bringing the position to 2,089 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #299.

Blue Bell Private Wealth Management first reported a position in IEMG in Q3 2014 and has held it in 28 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Blue Bell Private Wealth Management held 2,089 shares of iShares Core MSCI Emerging Markets ETF worth $146K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 671 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $48.4K.
  • iShares Core MSCI Emerging Markets ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2014 and has held it in 28 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.