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

Transcend Capital 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	$3.34M	Sell	47,861 -5,176	-10%	-$374K	0.27%	68
2025 Q4	$3.57M	Sell	53,037 -5,070	-9%	-$340K	0.28%	72
2025 Q3	$3.83M	Buy	58,107 +3,430	+6%	+$214K	0.27%	77
2025 Q2	$3.28M	Buy	54,677 +7,826	+17%	+$437K	0.25%	88
2025 Q1	$2.53M	Buy	46,851 +6,151	+15%	+$331K	0.18%	132
2024 Q4	$2.13M	Sell	40,700 -5,281	-11%	-$292K	0.15%	148
2024 Q3	$2.64M	Sell	45,981 -11,604	-20%	-$628K	0.18%	142
2024 Q2	$3.08M	Buy	57,585 +8,839	+18%	+$466K	0.22%	111
2024 Q1	$2.52M	Sell	48,746 -7,377	-13%	-$369K	0.2%	114
2023 Q4	$2.84M	Sell	56,123 -1,760	-3%	-$85.3K	0.25%	94
2023 Q3	$2.75M	Sell	57,883 -9,397	-14%	-$465K	0.27%	84
2023 Q2	$3.32M	Buy	67,280 +3,563	+6%	+$174K	0.32%	75
2023 Q1	$3.11M	Buy	63,717 +7,422	+13%	+$364K	0.32%	72
2022 Q4	$2.63M	Buy	56,295 +8,922	+19%	+$406K	0.29%	88
2022 Q3	$2.04M	Sell	47,373 -1,550	-3%	-$74.3K	0.23%	117
2022 Q2	$2.4M	Sell	48,923 -3,665	-7%	-$189K	0.25%	108
2022 Q1	$2.92M	Buy	52,588 +33,665	+178%	+$1.95M	0.26%	97
2021 Q4	$1.13M	Buy	18,923 +6,372	+51%	+$393K	0.1%	202
2021 Q3	$799K	Buy	+12,551	New	+$799K	0.07%	238
2021 Q2	–	Sell	-4,860	Closed	-$311K	–	360
2021 Q1	$311K	Sell	4,860 -856	-15%	-$56.3K	0.04%	306
2020 Q4	$355K	Sell	5,716 -3,089	-35%	-$178K	0.05%	269
2020 Q3	$465K	Buy	+8,805	New	+$462K	0.08%	180
2020 Q2	–	Sell	-9,910	Closed	-$441K	–	154
2020 Q1	$441K	Sell	9,910 -7,321	-42%	-$360K	0.13%	150
2019 Q4	$926K	Buy	+17,231	New	+$888K	0.25%	102

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

Transcend Capital Advisors's IEMG Position: Q1 2026 in Review

Transcend Capital Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.8% in Q1 2026, selling an estimated $374K and leaving 47,861 shares worth $3.34M. The position accounts for 0.27% of the portfolio, ranked #68.

Transcend Capital Advisors first reported a position in IEMG in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.83M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Transcend Capital Advisors held 47,861 shares of iShares Core MSCI Emerging Markets ETF worth $3.34M as of Q1 2026.
Transcend Capital Advisors sold 5,176 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $374K.
iShares Core MSCI Emerging Markets ETF made up 0.27% of Transcend Capital Advisors's portfolio in Q1 2026, its #68 holding.
Transcend Capital Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 24 quarters since.
Transcend Capital Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $3.83M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

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