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

Capital Planning 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	$32.9M	Buy	471,250 +10,951	+2%	+$790K	4.75%	4
2025 Q4	$30.9M	Buy	460,299 +126,676	+38%	+$8.5M	4.14%	5
2025 Q3	$22M	Buy	333,623 +6,129	+2%	+$382K	3.02%	12
2025 Q2	$19.7M	Sell	327,494 -77,672	-19%	-$4.33M	2.88%	12
2025 Q1	$21.9M	Buy	405,166 +52,125	+15%	+$2.81M	3.38%	6
2024 Q4	$18.4M	Sell	353,041 -15,682	-4%	-$868K	2.85%	11
2024 Q3	$21.2M	Buy	+368,723	New	+$20M	3.2%	9

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

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

Capital Planning Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q1 2026, buying an estimated $790K and bringing the position to 471,250 shares worth $32.9M. The position accounts for 4.75% of the portfolio, ranked #4.

Capital Planning Advisors first reported a position in IEMG in Q3 2024 and has held it in 7 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Capital Planning Advisors held 471,250 shares of iShares Core MSCI Emerging Markets ETF worth $32.9M as of Q1 2026.
Capital Planning Advisors bought 10,951 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $790K.
iShares Core MSCI Emerging Markets ETF made up 4.75% of Capital Planning Advisors's portfolio in Q1 2026, its #4 holding.
Capital Planning Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.