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SevenBridge Financial Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

SevenBridge Financial Group’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
-2,935
Closed -$213K – 207
2025
Q4 		$213K Sell
2,935
-111
-4% -$7.45K 0.03% 194
2025
Q3 		$209K Buy
+3,046
New +$190K 0.03% 203
2025
Q1 		– Sell
-3,949
Closed -$213K – 224
2024
Q4 		$213K Sell
3,949
-172
-4% -$9.53K 0.04% 212
2024
Q3 		$228K Sell
4,121
-97
-2% -$5.25K 0.04% 204
2024
Q2 		$215K Sell
4,218
-139
-3% -$7.33K 0.05% 196
2024
Q1 		$233K Buy
4,357
+5
+0.1% +$250 0.05% 182
2023
Q4 		$220K Sell
4,352
-652
-13% -$31.6K 0.05% 179
2023
Q3 		$238K Sell
5,004
-12
-0.2% -$594 0.06% 165
2023
Q2 		$247K Sell
5,016
-170
-3% -$8.3K 0.06% 158
2023
Q1 		$253K Sell
5,186
-231
-4% -$11.3K 0.07% 160
2022
Q4 		$253K Sell
5,417
-212
-4% -$9.64K 0.07% 162
2022
Q3 		$242K Buy
5,629
+1,247
+28% +$59.8K 0.08% 153
2022
Q2 		$215K Sell
4,382
-777
-15% -$40.2K 0.09% 135
2022
Q1 		$287K Sell
5,159
-8,406
-62% -$486K 0.1% 134
2021
Q4 		$812K Sell
13,565
-114
-0.8% -$7.03K 0.25% 93
2021
Q3 		$845K Buy
13,679
+1,239
+10% +$78.9K 0.28% 89
2021
Q2 		$833K Buy
12,440
+2,040
+20% +$134K 0.27% 93
2021
Q1 		$669K Buy
10,400
+1,201
+13% +$79K 0.24% 94
2020
Q4 		$571K Buy
9,199
+53
+0.6% +$3.06K 0.22% 96
2020
Q3 		$483K Buy
9,146
+2,543
+39% +$133K 0.22% 91
2020
Q2 		$314K Buy
6,603
+84
+1% +$3.75K 0.16% 101
2020
Q1 		$264K Sell
6,519
-1,296
-17% -$63.6K 0.15% 106
2019
Q4 		$420K Buy
7,815
+1,213
+18% +$62.5K 0.11% 108
2019
Q3 		$324K Buy
6,602
+326
+5% +$16.2K 0.17% 102
2019
Q2 		$323K Buy
6,276
+6,005
+2,216% +$307K 0.12% 112
2019
Q1 		$14K Buy
271
+247
+1,029% +$12.5K 0.01% 378
2018
Q4 		$1K Buy
+24
New +$1.16K ﹤0.01% 551

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SevenBridge Financial Group's IEMG Position: Q1 2026 in Review

SevenBridge Financial Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 2,935 shares — an estimated $213K sold.

SevenBridge Financial Group first reported a position in IEMG in Q4 2018 and held it in 27 quarters. The position peaked at $845K in Q3 2021. 2,297 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • SevenBridge Financial Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,935 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $213K.
  • SevenBridge Financial Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 27 quarters.
  • SevenBridge Financial Group's iShares Core MSCI Emerging Markets ETF position peaked at $845K in Q3 2021.
  • 2,297 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.