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 Q3	$574K	Buy	7,071 +3,926	+125%	+$316K	0.15%	53
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Capital Planning's IEMG Position: Q3 2026 in Review

Capital Planning increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 125% in Q3 2026, buying an estimated $316K and bringing the position to 7,071 shares worth $574K. The position accounts for 0.15% of the portfolio, ranked #53.

Capital Planning first reported a position in IEMG in Q4 2020 and has held it in 9 quarters since. 1,113 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Capital Planning held 7,071 shares of iShares Core MSCI Emerging Markets ETF worth $574K as of Q3 2026.
Capital Planning bought 3,926 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $316K.
iShares Core MSCI Emerging Markets ETF made up 0.15% of Capital Planning's portfolio in Q3 2026, its #53 holding.
Capital Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 9 quarters since.
1,113 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.