EIA
IEMG icon

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

Eldridge Investment 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
2026
Q1 		$4.92M Buy
70,504
+21,715
+45% +$1.57M 1.08% 25
2025
Q4 		$3.28M Buy
48,789
+2,986
+7% +$200K 0.72% 29
2025
Q3 		$3.02M Sell
45,803
-14,083
-24% -$878K 0.69% 31
2025
Q2 		$3.59M Buy
59,886
+349
+0.6% +$19.5K 0.75% 34
2025
Q1 		$3.21M Sell
59,537
-300
-0.5% -$16.1K 0.74% 33
2024
Q4 		$3.13M Buy
59,837
+222
+0.4% +$12.3K 0.73% 32
2024
Q3 		$3.42M Sell
59,615
-36,305
-38% -$1.97M 0.8% 29
2024
Q2 		$5.13M Buy
95,920
+34,155
+55% +$1.8M 1.29% 21
2024
Q1 		$3.19M Sell
61,765
-100
-0.2% -$5.01K 0.82% 28
2023
Q4 		$3.13M Buy
+61,865
New +$3M 0.82% 30
2023
Q2 		– Sell
-19,358
Closed -$944K – 147
2023
Q1 		$944K Buy
19,358
+5,469
+39% +$268K 0.33% 59
2022
Q4 		$649K Buy
13,889
+5,907
+74% +$269K 0.23% 67
2022
Q3 		$343K Buy
7,982
+1,640
+26% +$78.6K 0.13% 98
2022
Q2 		$311K Sell
6,342
-417
-6% -$21.5K 0.12% 97
2022
Q1 		$375K Sell
6,759
-841
-11% -$48.6K 0.13% 93
2021
Q4 		$455K Sell
7,600
-285
-4% -$17.6K 0.15% 87
2021
Q3 		$487K Sell
7,885
-70
-0.9% -$4.46K 0.17% 72
2021
Q2 		$533K Sell
7,955
-112
-1% -$7.38K 0.19% 68
2021
Q1 		$519K Buy
8,067
+240
+3% +$15.8K 0.2% 67
2020
Q4 		$486K Buy
7,827
+275
+4% +$15.9K 0.2% 60
2020
Q3 		$399K Sell
7,552
-35
-0.5% -$1.83K 0.19% 63
2020
Q2 		$361K Sell
7,587
-20,033
-73% -$894K 0.18% 68
2020
Q1 		$1.12M Buy
27,620
+12,603
+84% +$619K 0.64% 30
2019
Q4 		$807K Buy
15,017
+136
+0.9% +$7.01K 0.39% 40
2019
Q3 		$729K Buy
14,881
+3,569
+32% +$177K 0.38% 40
2019
Q2 		$582K Buy
11,312
+3,640
+47% +$186K 0.31% 45
2019
Q1 		$397K Buy
7,672
+185
+2% +$9.37K 0.21% 57
2018
Q4 		$353K Buy
7,487
+2,869
+62% +$139K 0.22% 55
2018
Q3 		$239K Buy
4,618
+185
+4% +$9.65K 0.15% 62
2018
Q2 		$232K Buy
4,433
+205
+5% +$11.5K 0.16% 57
2018
Q1 		$246K Buy
4,228
+127
+3% +$7.51K 0.18% 52
2017
Q4 		$237K Buy
+4,101
New +$229K 0.18% 48

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eldridge Investment Advisors's IEMG Position: Q1 2026 in Review

Eldridge Investment Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 45% in Q1 2026, buying an estimated $1.57M and bringing the position to 70,504 shares worth $4.92M. The position accounts for 1.08% of the portfolio, ranked #25.

Eldridge Investment Advisors first reported a position in IEMG in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.13M in Q2 2024. 2,288 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Eldridge Investment Advisors held 70,504 shares of iShares Core MSCI Emerging Markets ETF worth $4.92M as of Q1 2026.
  • Eldridge Investment Advisors bought 21,715 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.57M.
  • iShares Core MSCI Emerging Markets ETF made up 1.08% of Eldridge Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Eldridge Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 32 quarters since.
  • Eldridge Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $5.13M in Q2 2024.
  • 2,288 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.