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

Simon Quick 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 		$30.8M Sell
441,236
-54,280
-11% -$3.92M 1.41% 16
2025
Q4 		$33.3M Sell
495,516
-2,500
-0.5% -$168K 1.45% 16
2025
Q3 		$32.8M Buy
498,016
+942
+0.2% +$58.8K 1.49% 17
2025
Q2 		$29.8M Buy
497,074
+425,627
+596% +$23.8M 1.51% 16
2025
Q1 		$3.86M Sell
71,447
-3,955
-5% -$213K 0.22% 55
2024
Q4 		$3.94M Sell
75,402
-16,014
-18% -$887K 0.24% 44
2024
Q3 		$5.25M Sell
91,416
-1,254
-1% -$67.9K 0.33% 34
2024
Q2 		$4.96M Sell
92,670
-4,449
-5% -$235K 0.35% 35
2024
Q1 		$5.01M Sell
97,119
-15,482
-14% -$775K 0.38% 35
2023
Q4 		$5.7M Sell
112,601
-16,013
-12% -$776K 0.5% 30
2023
Q3 		$6.12M Buy
128,614
+4,834
+4% +$239K 0.58% 30
2023
Q2 		$6.1M Sell
123,780
-16,411
-12% -$802K 0.56% 30
2023
Q1 		$6.84M Buy
140,191
+17,764
+15% +$871K 0.74% 27
2022
Q4 		$5.72M Buy
122,427
+55,604
+83% +$2.53M 0.68% 32
2022
Q3 		$2.87M Buy
66,823
+30,328
+83% +$1.45M 0.41% 40
2022
Q2 		$1.79M Buy
36,495
+36,414
+44,956% +$1.88M 0.23% 64
2022
Q1 		$5K Hold
81
– – ﹤0.01% 317
2021
Q4 		$5K Buy
81
+2
+3% +$123 ﹤0.01% 333
2021
Q3 		$4K Hold
79
– – ﹤0.01% 385
2021
Q2 		$5K Hold
79
– – ﹤0.01% 400
2021
Q1 		$5K Sell
79
-114
-59% -$7.5K ﹤0.01% 417
2020
Q4 		$12K Sell
193
-156
-45% -$8.99K ﹤0.01% 359
2020
Q3 		$18K Sell
349
-1,597
-82% -$83.7K 0.01% 309
2020
Q2 		$93K Buy
1,946
+1,577
+427% +$70.4K 0.04% 131
2020
Q1 		$15K Sell
369
-3,834
-91% -$188K 0.01% 299
2019
Q4 		$226K Buy
4,203
+2
+0% +$103 0.08% 85
2019
Q3 		$206K Buy
4,201
+239
+6% +$11.9K 0.09% 70
2019
Q2 		$204K Buy
3,962
+469
+13% +$24K 0.1% 60
2019
Q1 		$181K Buy
3,493
+3,406
+3,915% +$173K 0.08% 70
2018
Q4 		$4K Buy
+87
New +$4.21K ﹤0.01% 294
2018
Q1 		– Sell
-27
Closed -$2K – 363
2017
Q4 		$2K Buy
+27
New +$1.51K ﹤0.01% 410

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

Simon Quick Advisors's IEMG Position: Q1 2026 in Review

Simon Quick Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, selling an estimated $3.92M and leaving 441,236 shares worth $30.8M. The position accounts for 1.41% of the portfolio, ranked #16.

Simon Quick Advisors first reported a position in IEMG in Q4 2017 and has held it in 31 quarters since. The position peaked at $33.3M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Simon Quick Advisors held 441,236 shares of iShares Core MSCI Emerging Markets ETF worth $30.8M as of Q1 2026.
  • Simon Quick Advisors sold 54,280 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.92M.
  • iShares Core MSCI Emerging Markets ETF made up 1.41% of Simon Quick Advisors's portfolio in Q1 2026, its #16 holding.
  • Simon Quick Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2017 and has held it in 31 quarters since.
  • Simon Quick Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $33.3M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.