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

NewEdge Wealth’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 		$19.2M Sell
275,237
-5,556
-2% -$401K 0.23% 92
2025
Q4 		$18.9M Buy
280,793
+2,582
+0.9% +$173K 0.21% 93
2025
Q3 		$18.9M Buy
278,211
+37,330
+15% +$2.33M 0.27% 84
2025
Q2 		$14.8M Buy
240,881
+3,701
+2% +$207K 0.23% 93
2025
Q1 		$12.8M Buy
237,180
+138,142
+139% +$7.44M 0.23% 94
2024
Q4 		$5.17M Buy
99,038
+19,516
+25% +$1.08M 0.09% 182
2024
Q3 		$4.57M Buy
79,522
+94
+0.1% +$5.09K 0.08% 206
2024
Q2 		$4.25M Buy
79,428
+10,123
+15% +$534K 0.09% 189
2024
Q1 		$3.67M Sell
69,305
-10,724
-13% -$537K 0.08% 208
2023
Q4 		$4.05M Sell
80,029
-11,321
-12% -$548K 0.1% 172
2023
Q3 		$4.35M Sell
91,350
-20,415
-18% -$1.01M 0.14% 141
2023
Q2 		$5.51M Sell
111,765
-94,854
-46% -$4.63M 0.18% 124
2023
Q1 		$10.1M Sell
206,619
-13,922
-6% -$683K 0.38% 76
2022
Q4 		$10.3M Buy
220,541
+13,850
+7% +$630K 0.44% 64
2022
Q3 		$8.88M Sell
206,691
-26,761
-11% -$1.28M 0.42% 71
2022
Q2 		$11.5M Sell
233,452
-8,909
-4% -$460K 0.52% 50
2022
Q1 		$13.5M Sell
242,361
-29,665
-11% -$1.71M 0.6% 39
2021
Q4 		$16.3M Buy
272,026
+23,300
+9% +$1.44M 0.68% 32
2021
Q3 		$15.4M Sell
248,726
-10,675
-4% -$680K 0.91% 26
2021
Q2 		$17.4M Buy
259,401
+8,697
+3% +$573K 1.33% 16
2021
Q1 		$16.1M Buy
250,704
+109,145
+77% +$7.18M 1.6% 13
2020
Q4 		$8.78M Buy
+141,559
New +$8.16M 2.7% 7

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

NewEdge Wealth's IEMG Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2% in Q1 2026, selling an estimated $401K and leaving 275,237 shares worth $19.2M. The position accounts for 0.23% of the portfolio, ranked #92.

NewEdge Wealth first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • NewEdge Wealth held 275,237 shares of iShares Core MSCI Emerging Markets ETF worth $19.2M as of Q1 2026.
  • NewEdge Wealth sold 5,556 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $401K.
  • iShares Core MSCI Emerging Markets ETF made up 0.23% of NewEdge Wealth's portfolio in Q1 2026, its #92 holding.
  • NewEdge Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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