Edgestream Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Edgestream Partners’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	–	Sell	-29,738	Closed	-$2M	–	978
2025 Q4	$2M	Buy	+29,738	New	+$2M	0.06%	533
2025 Q2	–	Sell	-4,058	Closed	-$219K	–	942
2025 Q1	$219K	Buy	+4,058	New	+$218K	0.01%	798
2024 Q3	–	Sell	-25,700	Closed	-$1.38M	–	953
2024 Q2	$1.38M	Buy	25,700 +5,440	+27%	+$287K	0.07%	440
2024 Q1	$1.05M	Buy	20,260 +15,326	+311%	+$768K	0.05%	487
2023 Q4	$250K	Sell	4,934 -5,582	-53%	-$270K	0.02%	752
2023 Q3	$500K	Buy	+10,516	New	+$520K	0.04%	597
2023 Q2	–	Sell	-8,476	Closed	-$414K	–	799
2023 Q1	$414K	Buy	+8,476	New	+$416K	0.05%	426

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

Edgestream Partners's IEMG Position: Q1 2026 in Review

Edgestream Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 29,738 shares — an estimated $2M sold.

Edgestream Partners first reported a position in IEMG in Q1 2023 and held it in 7 quarters. The position peaked at $2M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Edgestream Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 29,738 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2M.
Edgestream Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and held it in 7 quarters.
Edgestream Partners's iShares Core MSCI Emerging Markets ETF position peaked at $2M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.