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

NewEdge 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	$156M	Sell	2,236,823 -186,712	-8%	-$13.5M	0.56%	29
2025 Q4	$163M	Buy	2,423,535 +394,834	+19%	+$26.5M	0.59%	29
2025 Q3	$134M	Buy	2,028,701 +461,253	+29%	+$28.8M	0.61%	25
2025 Q2	$94.1M	Buy	1,567,448 +487,973	+45%	+$27.2M	0.49%	32
2025 Q1	$58.3M	Buy	1,079,475 +413,222	+62%	+$22.2M	0.35%	57
2024 Q4	$34.8M	Buy	666,253 +178,737	+37%	+$9.9M	0.21%	101
2024 Q3	$28M	Sell	487,516 -133,044	-21%	-$7.2M	0.18%	121
2024 Q2	$33.2M	Buy	620,560 +301,939	+95%	+$15.9M	0.24%	92
2024 Q1	$16.4M	Sell	318,621 -200,398	-39%	-$10M	0.14%	153
2023 Q4	$25.8M	Sell	519,019 -221,715	-30%	-$10.7M	0.25%	100
2023 Q3	$35.3M	Sell	740,734 -165,317	-18%	-$8.18M	0.39%	63
2023 Q2	$44.7M	Buy	906,051 +49,047	+6%	+$2.4M	0.5%	38
2023 Q1	$41.8M	Buy	857,004 +601,507	+235%	+$29.5M	0.52%	39
2022 Q4	$10.2M	Buy	255,497 +72,418	+40%	+$3.29M	0.28%	85
2022 Q3	$7.87M	Sell	183,079 -9,485	-5%	-$455K	0.13%	172
2022 Q2	$9.45M	Buy	192,564 +19,725	+11%	+$1.02M	0.16%	147
2022 Q1	$9.6M	Sell	172,839 -71,700	-29%	-$4.14M	0.15%	151
2021 Q4	$14.6M	Buy	244,539 +67,128	+38%	+$4.14M	0.22%	105
2021 Q3	$11M	Buy	177,411 +69,958	+65%	+$4.45M	0.27%	87
2021 Q2	$7.2M	Sell	107,453 -12,424	-10%	-$819K	0.19%	118
2021 Q1	$7.71M	Buy	119,877 +11,927	+11%	+$785K	0.23%	100
2020 Q4	$6.7M	Buy	107,950 +23,544	+28%	+$1.36M	0.22%	104
2020 Q3	$4.46M	Sell	84,406 -25,576	-23%	-$1.34M	0.15%	138
2020 Q2	$5.24M	Sell	109,982 -95,347	-46%	-$4.26M	0.2%	107
2020 Q1	$8.31M	Sell	205,329 -101,111	-33%	-$4.97M	0.4%	68
2019 Q4	$16.5M	Buy	306,440 +50,784	+20%	+$2.62M	0.66%	37
2019 Q3	$12.6M	Buy	255,656 +132,891	+108%	+$6.59M	0.56%	48
2019 Q2	$6.32M	Buy	122,765 +58,489	+91%	+$2.99M	0.39%	67
2019 Q1	$3.32M	Buy	64,276 +5,811	+10%	+$294K	0.21%	114
2018 Q4	$2.76K	Sell	58,465 -23,805	-29%	-$1.15M	0.18%	119
2018 Q3	$4.26M	Buy	82,270 +186	+0.2%	+$9.71K	0.33%	82
2018 Q2	$4.26K	Sell	82,084 -5,505	-6%	-$309K	0.39%	75
2018 Q1	$5.02M	Buy	87,589 +19,108	+28%	+$1.13M	0.57%	49
2017 Q4	$4.06M	Buy	68,481 +19,747	+41%	+$1.1M	0.55%	51
2017 Q3	$2.68M	Buy	48,734 +28,965	+147%	+$1.54M	0.42%	62
2017 Q2	$991K	Buy	+19,769	New	+$975K	0.17%	139

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

NewEdge Advisors's IEMG Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 7.7% in Q1 2026, selling an estimated $13.5M and leaving 2,236,823 shares worth $156M. The position accounts for 0.56% of the portfolio, ranked #29.

NewEdge Advisors first reported a position in IEMG in Q2 2017 and has held it in 36 quarters since. The position peaked at $163M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

NewEdge Advisors held 2,236,823 shares of iShares Core MSCI Emerging Markets ETF worth $156M as of Q1 2026.
NewEdge Advisors sold 186,712 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $13.5M.
iShares Core MSCI Emerging Markets ETF made up 0.56% of NewEdge Advisors's portfolio in Q1 2026, its #29 holding.
NewEdge Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 36 quarters since.
NewEdge Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $163M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.