CPC
IEMG icon

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

Consolidated Planning Corp’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 		– Sell
-4,509
Closed -$303K – 169
2025
Q4 		$303K Buy
4,509
+7
+0.2% +$470 0.03% 174
2025
Q3 		$297K Buy
4,502
+78
+2% +$4.87K 0.03% 167
2025
Q2 		$266K Sell
4,424
-1,231
-22% -$68.7K 0.03% 166
2025
Q1 		$305K Hold
5,655
– – 0.04% 152
2024
Q4 		$295K Sell
5,655
-405
-7% -$22.4K 0.04% 168
2024
Q3 		$348K Sell
6,060
-25,716
-81% -$1.39M 0.05% 151
2024
Q2 		$1.7M Sell
31,776
-1,266
-4% -$66.8K 0.28% 78
2024
Q1 		$1.7M Buy
33,042
+338
+1% +$16.9K 0.29% 77
2023
Q4 		$1.65M Buy
+32,704
New +$1.58M 0.31% 74
2021
Q4 		– Sell
-671
Closed -$41K – 234
2021
Q3 		$41K Buy
+671
New +$42.7K 0.03% 180

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consolidated Planning Corp's IEMG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026, closing a stake of 4,509 shares — an estimated $303K sold.

Consolidated Planning Corp first reported a position in IEMG in Q3 2021 and held it in 10 quarters. The position peaked at $1.7M in Q1 2024. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Consolidated Planning Corp reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 4,509 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $303K.
  • Consolidated Planning Corp first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2021 and held it in 10 quarters.
  • Consolidated Planning Corp's iShares Core MSCI Emerging Markets ETF position peaked at $1.7M in Q1 2024.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.