Abacus Planning Group
IEMG icon

Abacus Planning Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Abacus Planning 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
Q3 		$1.61M Buy
19,846
+1,705
+9% +$137K 0.19% 67
2026
Q2 		$1.5M Sell
18,141
-355
-2% -$28.3K 0.19% 69
2026
Q1 		$1.29M Sell
18,496
-283
-2% -$20.4K 0.17% 70
2025
Q4 		$1.26M Sell
18,779
-377
-2% -$25.3K 0.17% 74
2025
Q3 		$1.26M Buy
19,156
+1,064
+6% +$66.4K 0.17% 70
2025
Q2 		$1.09M Buy
18,092
+970
+6% +$54.1K 0.16% 76
2025
Q1 		$924K Sell
17,122
-897
-5% -$48.3K 0.16% 82
2024
Q4 		$941K Buy
18,019
+3
+0% +$166 0.17% 81
2024
Q3 		$1.03M Buy
18,016
+380
+2% +$20.6K 0.18% 75
2024
Q2 		$944K Buy
17,636
+1
+0% +$53 0.18% 75
2024
Q1 		$910K Sell
17,635
-1,170
-6% -$58.6K 0.18% 77
2023
Q4 		$951K Sell
18,805
-630
-3% -$30.5K 0.2% 74
2023
Q3 		$925K Sell
19,435
-418
-2% -$20.7K 0.23% 68
2023
Q2 		$979K Buy
19,853
+15
+0.1% +$733 0.24% 63
2023
Q1 		$968K Buy
19,838
+4,395
+28% +$216K 0.25% 63
2022
Q4 		$721K Buy
+15,443
New +$702K 0.2% 82
2022
Q2 		– Sell
-5,016
Closed -$279K – 210
2022
Q1 		$279K Hold
5,016
– – 0.08% 162
2021
Q4 		$300K Buy
5,016
+24
+0.5% +$1.48K 0.08% 157
2021
Q3 		$308K Hold
4,992
– – 0.1% 136
2021
Q2 		$334K Buy
4,992
+7
+0.1% +$461 0.1% 128
2021
Q1 		$321K Buy
4,985
+1,490
+43% +$98K 0.1% 132
2020
Q4 		$217K Buy
+3,495
New +$201K 0.07% 157

Other funds holding IEMG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Abacus Planning Group's IEMG Position: Q3 2026 in Review

Abacus Planning Group increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.4% in Q3 2026, buying an estimated $137K and bringing the position to 19,846 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #67.

Abacus Planning Group first reported a position in IEMG in Q4 2020 and has held it in 22 quarters since. 1,806 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Abacus Planning Group held 19,846 shares of iShares Core MSCI Emerging Markets ETF worth $1.61M as of Q3 2026.
  • Abacus Planning Group bought 1,705 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $137K.
  • iShares Core MSCI Emerging Markets ETF made up 0.19% of Abacus Planning Group's portfolio in Q3 2026, its #67 holding.
  • Abacus Planning Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,806 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Abacus Planning Group's 13F filing for Q3 2026, filed 2 Nov 2026.