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

Bristlecone 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
2025 Q3	$2.99M	Buy	45,404 +2,345	+5%	+$146K	0.25%	78
2025 Q2	$2.58M	Sell	43,059 -8,492	-16%	-$474K	0.22%	82
2025 Q1	$2.78M	Sell	51,551 -516	-1%	-$27.8K	0.23%	91
2024 Q4	$2.72M	Sell	52,067 -427	-0.8%	-$23.6K	0.21%	89
2024 Q3	$3.01M	Sell	52,494 -404	-0.8%	-$21.9K	0.24%	86
2024 Q2	$2.83M	Buy	52,898 +1,896	+4%	+$100K	0.24%	83
2024 Q1	$2.63M	Buy	51,002 +1,766	+4%	+$88.4K	0.23%	91
2023 Q4	$2.49M	Sell	49,236 -10,473	-18%	-$507K	0.25%	86
2023 Q3	$2.84M	Buy	59,709 +3,720	+7%	+$184K	0.32%	68
2023 Q2	$2.76M	Buy	55,989 +6,537	+13%	+$319K	0.28%	70
2023 Q1	$2.41M	Buy	49,452 +17,930	+57%	+$880K	0.26%	82
2022 Q4	$1.47M	Sell	31,522 -813	-3%	-$37K	0.18%	104
2022 Q3	$1.39M	Sell	32,335 -1,781	-5%	-$85.4K	0.18%	101
2022 Q2	$1.67M	Sell	34,116 -1,964	-5%	-$101K	0.21%	96
2022 Q1	$2M	Buy	36,080 +3,109	+9%	+$180K	0.25%	91
2021 Q4	$1.97M	Buy	32,971 +4,976	+18%	+$307K	0.24%	88
2021 Q3	$1.73M	Buy	27,995 +354	+1%	+$22.5K	0.23%	94
2021 Q2	$1.85M	Buy	27,641 +3,522	+15%	+$232K	0.25%	87
2021 Q1	$1.55M	Buy	24,119 +2,252	+10%	+$148K	0.23%	95
2020 Q4	$1.36M	Buy	21,867 +9,759	+81%	+$563K	0.22%	101
2020 Q3	$639K	Hold	12,108	–	–	0.12%	122
2020 Q2	$576K	Sell	12,108 -5,804	-32%	-$259K	0.12%	117
2020 Q1	$725K	Buy	17,912 +12,528	+233%	+$615K	0.17%	104
2019 Q4	$289K	Buy	+5,384	New	+$277K	0.06%	169

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

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

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bristlecone Advisors's IEMG Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 5.4% in Q3 2025, buying an estimated $146K and bringing the position to 45,404 shares worth $2.99M. The position accounts for 0.25% of the portfolio, ranked #78.

Bristlecone Advisors first reported a position in IEMG in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.01M in Q3 2024. 1,970 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Bristlecone Advisors held 45,404 shares of iShares Core MSCI Emerging Markets ETF worth $2.99M as of Q3 2025.
Bristlecone Advisors bought 2,345 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $146K.
iShares Core MSCI Emerging Markets ETF made up 0.25% of Bristlecone Advisors's portfolio in Q3 2025, its #78 holding.
Bristlecone Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
Bristlecone Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $3.01M in Q3 2024.
1,970 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.