Avantax Planning Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Avantax Planning Partners’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 Q2	$12.3M	Sell	148,599 -2,356	-2%	-$188K	0.31%	53
2026 Q1	$10.5M	Sell	150,955 -3,960	-3%	-$286K	0.29%	60
2025 Q4	$10.4M	Sell	154,915 -7,271	-4%	-$488K	0.29%	55
2025 Q3	$10.7M	Sell	162,186 -10,940	-6%	-$682K	0.31%	51
2025 Q2	$10.4M	Buy	173,126 +12,885	+8%	+$719K	0.33%	53
2025 Q1	$8.65M	Sell	160,241 -4,361	-3%	-$235K	0.31%	57
2024 Q4	$8.6M	Sell	164,602 -8,828	-5%	-$489K	0.31%	51
2024 Q3	$9.96M	Sell	173,430 -95,250	-35%	-$5.16M	0.36%	42
2024 Q2	$14.4M	Sell	268,680 -430,309	-62%	-$22.7M	0.46%	32
2024 Q1	$36.1M	Buy	698,989 +100,962	+17%	+$5.06M	1.17%	11
2023 Q4	$30.2M	Sell	598,027 -10,571	-2%	-$512K	1.15%	16
2023 Q3	$29M	Buy	608,598 +33,435	+6%	+$1.65M	1.21%	16
2023 Q2	$28.3M	Buy	575,163 +36,557	+7%	+$1.79M	1.13%	17
2023 Q1	$26.3M	Buy	538,606 +17,180	+3%	+$843K	1.07%	17
2022 Q4	$24.4M	Buy	521,426 +125,825	+32%	+$5.72M	0.97%	17
2022 Q3	$17M	Buy	395,601 +77,517	+24%	+$3.72M	0.77%	22
2022 Q2	$15.6M	Sell	318,084 -125,917	-28%	-$6.51M	0.67%	22
2022 Q1	$24.7M	Buy	444,001 +157,636	+55%	+$9.11M	0.98%	14
2021 Q4	$17.1M	Sell	286,365 -9,300	-3%	-$574K	0.71%	12
2021 Q3	$18.3M	Buy	295,665 +37,834	+15%	+$2.41M	0.84%	11
2021 Q2	$17.3M	Buy	257,831 +137,862	+115%	+$9.08M	0.81%	11
2021 Q1	$7.72M	Buy	119,969 +115,183	+2,407%	+$7.58M	0.4%	25
2020 Q4	$297K	Sell	4,786 -428	-8%	-$24.7K	0.02%	224
2020 Q3	$275K	Sell	5,214 -100	-2%	-$5.24K	0.01%	238
2020 Q2	$253K	Hold	5,314	–	–	0.01%	234
2020 Q1	$215K	Sell	5,314 -3,800	-42%	-$187K	0.02%	246
2019 Q4	$490K	Sell	9,114 -379	-4%	-$19.5K	0.03%	177
2019 Q3	$465K	Buy	9,493 +94	+1%	+$4.66K	0.03%	176
2019 Q2	$482K	Buy	9,399 +103	+1%	+$5.26K	0.03%	176
2019 Q1	$481K	Buy	9,296 +765	+9%	+$38.7K	0.03%	169
2018 Q4	$402K	Sell	8,531 -922	-10%	-$44.6K	0.03%	166
2018 Q3	$489K	Sell	9,453 -354	-4%	-$18.5K	0.04%	140
2018 Q2	$516K	Sell	9,807 -630	-6%	-$35.3K	0.05%	130
2018 Q1	$610K	Sell	10,437 -1,570	-13%	-$92.8K	0.05%	156
2017 Q4	$683K	Sell	12,007 -405	-3%	-$22.6K	0.06%	137
2017 Q3	$670K	Buy	12,412 +5,720	+85%	+$303K	0.05%	165
2017 Q2	$335K	Buy	+6,692	New	+$330K	0.03%	236

Other funds holding IEMG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Avantax Planning Partners's IEMG Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.6% in Q2 2026, selling an estimated $188K and leaving 148,599 shares worth $12.3M. The position accounts for 0.31% of the portfolio, ranked #53.

Avantax Planning Partners first reported a position in IEMG in Q2 2017 and has held it in 37 quarters since. The position peaked at $36.1M in Q1 2024. 1,164 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Avantax Planning Partners held 148,599 shares of iShares Core MSCI Emerging Markets ETF worth $12.3M as of Q2 2026.
Avantax Planning Partners sold 2,356 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $188K.
iShares Core MSCI Emerging Markets ETF made up 0.31% of Avantax Planning Partners's portfolio in Q2 2026, its #53 holding.
Avantax Planning Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 37 quarters since.
Avantax Planning Partners's iShares Core MSCI Emerging Markets ETF position peaked at $36.1M in Q1 2024.
1,164 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.