BridgePort Financial Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

BridgePort Financial Solutions’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	$6.1M	Buy	87,421 +36,613	+72%	+$2.64M	1.73%	9
2025 Q4	$3.42M	Buy	50,808 +6,106	+14%	+$410K	0.92%	29
2025 Q3	$2.95M	Buy	44,702 +4,093	+10%	+$255K	0.79%	33
2025 Q2	$2.44M	Buy	40,609 +12,677	+45%	+$707K	0.81%	30
2025 Q1	$1.51M	Buy	27,932 +726	+3%	+$39.1K	0.68%	37
2024 Q4	$1.47M	Buy	+27,206	New	+$1.51M	0.67%	36

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

BridgePort Financial Solutions's IEMG Position: Q1 2026 in Review

BridgePort Financial Solutions increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 72% in Q1 2026, buying an estimated $2.64M and bringing the position to 87,421 shares worth $6.1M. The position accounts for 1.73% of the portfolio, ranked #9.

BridgePort Financial Solutions first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

BridgePort Financial Solutions held 87,421 shares of iShares Core MSCI Emerging Markets ETF worth $6.1M as of Q1 2026.
BridgePort Financial Solutions bought 36,613 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.64M.
iShares Core MSCI Emerging Markets ETF made up 1.73% of BridgePort Financial Solutions's portfolio in Q1 2026, its #9 holding.
BridgePort Financial Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.