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Edge Capital Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Edge Capital Group’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
2024
Q4 		$21.9M Sell
420,078
-17,984
-4% -$996K 0.98% 28
2024
Q3 		$25.1M Sell
438,062
-20,916
-5% -$1.13M 1.11% 22
2024
Q2 		$24.6M Sell
458,978
-12,979
-3% -$684K 1.19% 20
2024
Q1 		$24.4M Sell
471,957
-82,911
-15% -$4.15M 1.21% 15
2023
Q4 		$28.1M Sell
554,868
-39,242
-7% -$1.9M 1.56% 11
2023
Q3 		$28.3M Sell
594,110
-3,228
-0.5% -$160K 1.83% 9
2023
Q2 		$29.4M Buy
597,338
+11,001
+2% +$537K 1.69% 12
2023
Q1 		$28.6M Buy
586,337
+34,776
+6% +$1.71M 1.76% 10
2022
Q4 		$25.8M Sell
551,561
-225,560
-29% -$10.3M 1.8% 10
2022
Q3 		$33.4M Buy
777,121
+90,975
+13% +$4.36M 2.75% 6
2022
Q2 		$33.7M Sell
686,146
-92,836
-12% -$4.8M 2.91% 4
2022
Q1 		$43.3M Sell
778,982
-54,815
-7% -$3.17M 2.97% 6
2021
Q4 		$49.9M Buy
833,797
+96,086
+13% +$5.93M 3.54% 5
2021
Q3 		$45.6M Sell
737,711
-90,081
-11% -$5.73M 3.62% 5
2021
Q2 		$55.5M Buy
827,792
+31,869
+4% +$2.1M 4.43% 5
2021
Q1 		$51.2M Sell
795,923
-91,265
-10% -$6M 4.29% 5
2020
Q4 		$55M Buy
887,188
+11,252
+1% +$649K 4.63% 5
2020
Q3 		$46.2M Sell
875,936
-92,492
-10% -$4.85M 4.62% 5
2020
Q2 		$46.1M Buy
968,428
+34,944
+4% +$1.56M 4.82% 5
2020
Q1 		$37.8M Sell
933,484
-65,134
-7% -$3.2M 4.51% 5
2019
Q4 		$53.7M Sell
998,618
-11,110
-1% -$573K 5.22% 4
2019
Q3 		$49.5M Sell
1,009,728
-235,740
-19% -$11.7M 5.01% 4
2019
Q2 		$64.1M Buy
1,245,468
+206,963
+20% +$10.6M 6.15% 3
2019
Q1 		$53.7M Buy
1,038,505
+87,446
+9% +$4.43M 5.29% 4
2018
Q4 		$44.8M Buy
+951,059
New +$46M 4.87% 4

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Capital Group's IEMG Position: Q4 2024 in Review

Edge Capital Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 4.1% in Q4 2024, selling an estimated $996K and leaving 420,078 shares worth $21.9M. The position accounts for 0.98% of the portfolio, ranked #28.

Edge Capital Group first reported a position in IEMG in Q4 2018 and has held it in 25 quarters since. The position peaked at $64.1M in Q2 2019. 1,834 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Edge Capital Group held 420,078 shares of iShares Core MSCI Emerging Markets ETF worth $21.9M as of Q4 2024.
  • Edge Capital Group sold 17,984 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $996K.
  • iShares Core MSCI Emerging Markets ETF made up 0.98% of Edge Capital Group's portfolio in Q4 2024, its #28 holding.
  • Edge Capital Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Core MSCI Emerging Markets ETF position peaked at $64.1M in Q2 2019.
  • 1,834 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.