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

Cornerstone Planning Group’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	$5.54M	Sell	70,119 -16,243	-19%	-$1.29M	0.7%	24
2026 Q1	$6.92M	Buy	86,362 +19,514	+29%	+$1.41M	0.92%	23
2025 Q4	$4.98M	Buy	66,848 +12,552	+23%	+$842K	0.78%	26
2025 Q3	$3.71M	Buy	54,296 +52,581	+3,066%	+$3.28M	0.59%	28
2025 Q2	$104K	Sell	1,715 -1,224	-42%	-$68.3K	0.02%	137
2025 Q1	$157K	Buy	2,939 +330	+13%	+$17.8K	0.04%	103
2024 Q4	$137K	Sell	2,609 -37	-1%	-$2.05K	0.03%	93
2024 Q3	$149K	Sell	2,646 -421	-14%	-$22.8K	0.04%	91
2024 Q2	$156K	Sell	3,067 -2,019	-40%	-$106K	0.04%	96
2024 Q1	$272K	Sell	5,086 -3,878	-43%	-$194K	0.08%	60
2023 Q4	$453K	Sell	8,964 -1,637	-15%	-$79.3K	0.15%	48
2023 Q3	$505K	Sell	10,601 -2,452	-19%	-$121K	0.19%	43
2023 Q2	$643K	Buy	+13,053	New	+$638K	0.25%	43
2022 Q4	$437K	Buy	+8,658	New	+$394K	0.18%	62

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Planning Group's IEMG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 19% in Q2 2026, selling an estimated $1.29M and leaving 70,119 shares worth $5.54M. The position accounts for 0.7% of the portfolio, ranked #24.

Cornerstone Planning Group first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.92M in Q1 2026. 2,416 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Cornerstone Planning Group held 70,119 shares of iShares Core MSCI Emerging Markets ETF worth $5.54M as of Q2 2026.
Cornerstone Planning Group sold 16,243 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.29M.
iShares Core MSCI Emerging Markets ETF made up 0.7% of Cornerstone Planning Group's portfolio in Q2 2026, its #24 holding.
Cornerstone Planning Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Core MSCI Emerging Markets ETF position peaked at $6.92M in Q1 2026.
2,416 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.