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

Lido 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	$38.4M	Sell	551,029 -307,898	-36%	-$22.2M	0.12%	116
2025 Q4	$57.3M	Sell	858,927 -11,548	-1%	-$775K	0.17%	81
2025 Q3	$57.4M	Buy	870,475 +748,062	+611%	+$46.7M	0.18%	75
2025 Q2	$7.35M	Buy	122,413 +104,775	+594%	+$5.85M	0.03%	299
2025 Q1	$952K	Buy	17,638 +1,252	+8%	+$67.4K	﹤0.01%	802
2024 Q4	$856K	Buy	16,386 +681	+4%	+$37.7K	﹤0.01%	819
2024 Q3	$902K	Sell	15,705 -430	-3%	-$23.3K	﹤0.01%	747
2024 Q2	$864K	Sell	16,135 -525	-3%	-$27.7K	﹤0.01%	717
2024 Q1	$860K	Sell	16,660 -2,970	-15%	-$149K	0.01%	720
2023 Q4	$993K	Sell	19,630 -25,784	-57%	-$1.25M	0.01%	620
2023 Q3	$2.16M	Buy	45,414 +17,834	+65%	+$883K	0.02%	361
2023 Q2	$1.36M	Buy	27,580 +6,165	+29%	+$301K	0.01%	461
2023 Q1	$1.04M	Sell	21,415 -5,038	-19%	-$247K	0.01%	467
2022 Q4	$1.24M	Buy	26,453 +5,145	+24%	+$234K	0.02%	371
2022 Q3	$915K	Sell	21,308 -1,351	-6%	-$64.8K	0.01%	386
2022 Q2	$1.11M	Sell	22,659 -835	-4%	-$43.1K	0.01%	322
2022 Q1	$1.3M	Buy	23,494 +7,883	+50%	+$455K	0.01%	343
2021 Q4	$934K	Buy	15,611 +1,879	+14%	+$116K	0.01%	434
2021 Q3	$848K	Sell	13,732 -6,293	-31%	-$401K	0.01%	443
2021 Q2	$1.34M	Buy	20,025 +10,723	+115%	+$707K	0.02%	323
2021 Q1	$599K	Sell	9,302 -110	-1%	-$7.24K	0.01%	455
2020 Q4	$583K	Buy	9,412 +2,335	+33%	+$135K	0.01%	446
2020 Q3	$374K	Buy	7,077 +2,143	+43%	+$112K	0.01%	435
2020 Q2	$235K	Sell	4,934 -5,872	-54%	-$262K	0.01%	510
2020 Q1	$437K	Sell	10,806 -11,733	-52%	-$576K	0.02%	343
2019 Q4	$1.21M	Buy	+22,539	New	+$1.16M	0.05%	232
2019 Q3	–	Sell	-5,400	Closed	-$277K	–	589
2019 Q2	$277K	Buy	5,400 +624	+13%	+$31.9K	0.02%	441
2019 Q1	$246K	Buy	+4,776	New	+$242K	0.02%	439
2018 Q2	–	Sell	-5,432	Closed	-$317K	–	434
2018 Q1	$317K	Buy	5,432 +1,470	+37%	+$86.9K	0.04%	276
2017 Q4	$225K	Buy	+3,962	New	+$221K	0.03%	270

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

Lido Advisors's IEMG Position: Q1 2026 in Review

Lido Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 36% in Q1 2026, selling an estimated $22.2M and leaving 551,029 shares worth $38.4M. The position accounts for 0.12% of the portfolio, ranked #116.

Lido Advisors first reported a position in IEMG in Q4 2017 and has held it in 30 quarters since. The position peaked at $57.4M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Lido Advisors held 551,029 shares of iShares Core MSCI Emerging Markets ETF worth $38.4M as of Q1 2026.
Lido Advisors sold 307,898 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $22.2M.
iShares Core MSCI Emerging Markets ETF made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #116 holding.
Lido Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 30 quarters since.
Lido Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $57.4M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.