University of Massachusetts Foundation’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

University of Massachusetts Foundation’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
2025 Q3	–	Sell	-700,928	Closed	-$42.1M	–	2
2025 Q2	$42.1M	Hold	700,928	–	–	21.19%	3
2025 Q1	$37.8M	Hold	700,928	–	–	21.21%	3
2024 Q4	$36.6M	Hold	700,928	–	–	19.69%	3
2024 Q3	$40.2M	Hold	700,928	–	–	17.26%	3
2024 Q2	$37.5M	Hold	700,928	–	–	15.7%	3
2024 Q1	$36.2M	Hold	700,928	–	–	15.05%	3
2023 Q4	$35.5M	Hold	700,928	–	–	15.69%	3
2023 Q3	$33.4M	Hold	700,928	–	–	16.31%	3
2023 Q2	$34.5M	Hold	700,928	–	–	16.27%	3
2023 Q1	$34.2M	Buy	700,928 +104,931	+18%	+$5.15M	19.97%	3
2022 Q4	$27.8M	Buy	595,997 +8,247	+1%	+$375K	19.67%	3
2022 Q3	$25.3M	Hold	587,750	–	–	19.43%	3
2022 Q2	$28.8M	Buy	587,750 +7,083	+1%	+$366K	24.72%	3
2022 Q1	$32.3M	Hold	580,667	–	–	29.32%	2
2021 Q4	$34.8M	Buy	580,667 +13,370	+2%	+$825K	28.99%	2
2021 Q3	$35M	Hold	567,297	–	–	30.76%	2
2021 Q2	$38M	Hold	567,297	–	–	32.68%	1
2021 Q1	$36.5M	Hold	567,297	–	–	48.48%	1
2020 Q4	$35.2M	Hold	567,297	–	–	35.74%	2
2020 Q3	$30M	Hold	567,297	–	–	29.11%	2
2020 Q2	$27M	Sell	567,297 -5,724	-1%	-$255K	24.08%	3
2020 Q1	$23.2M	Buy	573,021 +346,000	+152%	+$17M	11.81%	4
2019 Q4	$12.2M	Buy	+227,021	New	+$11.7M	8.14%	4

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

University of Massachusetts Foundation's IEMG Position: Q3 2025 in Review

University of Massachusetts Foundation sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025, closing a stake of 700,928 shares — an estimated $42.1M sold.

University of Massachusetts Foundation first reported a position in IEMG in Q4 2019 and held it in 23 quarters. The position peaked at $42.1M in Q2 2025. 1,974 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

University of Massachusetts Foundation reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
University of Massachusetts Foundation sold 700,928 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $42.1M.
University of Massachusetts Foundation first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 23 quarters.
University of Massachusetts Foundation's iShares Core MSCI Emerging Markets ETF position peaked at $42.1M in Q2 2025.
1,974 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on University of Massachusetts Foundation's 13F filing for Q3 2025.