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

Capital Planning’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	$261K	Hold	3,145	–	–	0.08%	75
2026 Q1	$219K	Hold	3,145	–	–	0.07%	77
2025 Q4	$217K	Hold	3,145	–	–	0.06%	84
2025 Q3	$207K	Buy	+3,145	New	+$196K	0.06%	79
2021 Q4	–	Sell	-3,301	Closed	-$204K	–	73
2021 Q3	$204K	Hold	3,301	–	–	0.08%	69
2021 Q2	$221K	Hold	3,301	–	–	0.09%	66
2021 Q1	$212K	Hold	3,301	–	–	0.09%	59
2020 Q4	$205K	Buy	+3,301	New	+$190K	0.1%	65

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Capital Planning's IEMG Position: Q2 2026 in Review

Capital Planning held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q2 2026 at 3,145 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #75.

Capital Planning first reported a position in IEMG in Q4 2020 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Capital Planning held 3,145 shares of iShares Core MSCI Emerging Markets ETF worth $261K as of Q2 2026.
Capital Planning left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Capital Planning's portfolio in Q2 2026, its #75 holding.
Capital Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.