Bradley Foster & Sargent’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bradley Foster & Sargent’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	$5.33M	Sell	64,354 -13,925	-18%	-$1.11M	0.08%	157
2026 Q1	$5.46M	Sell	78,279 -10,043	-11%	-$725K	0.08%	144
2025 Q4	$5.94M	Sell	88,322 -6,540	-7%	-$439K	0.09%	144
2025 Q3	$6.25M	Sell	94,862 -133	-0.1%	-$8.3K	0.09%	142
2025 Q2	$5.7M	Buy	+94,995	New	+$5.3M	0.09%	147
2020 Q1	$279K	Buy	6,900 +906	+15%	+$44.5K	0.01%	289
2019 Q4	$322K	Buy	+5,994	New	+$309K	0.01%	309

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

Bradley Foster & Sargent's IEMG Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2026, selling an estimated $1.11M and leaving 64,354 shares worth $5.33M. The position accounts for 0.08% of the portfolio, ranked #157.

Bradley Foster & Sargent first reported a position in IEMG in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.25M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Bradley Foster & Sargent held 64,354 shares of iShares Core MSCI Emerging Markets ETF worth $5.33M as of Q2 2026.
Bradley Foster & Sargent sold 13,925 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.11M.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Bradley Foster & Sargent's portfolio in Q2 2026, its #157 holding.
Bradley Foster & Sargent first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 7 quarters since.
Bradley Foster & Sargent's iShares Core MSCI Emerging Markets ETF position peaked at $6.25M in Q3 2025.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.