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

Cypress Financial 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 		$5.05M Buy
61,000
+3,705
+6% +$295K 1.22% 15
2026
Q1 		$4M Sell
57,295
-403
-0.7% -$29.1K 1.1% 16
2025
Q4 		$3.89M Buy
57,698
+2,849
+5% +$191K 1.07% 16
2025
Q3 		$3.62M Buy
54,849
+968
+2% +$60.4K 1.1% 17
2025
Q2 		$3.23M Buy
53,881
+4,429
+9% +$247K 1.06% 17
2025
Q1 		$2.67M Buy
49,452
+4,208
+9% +$227K 0.95% 17
2024
Q4 		$2.36M Sell
45,244
-1,915
-4% -$106K 0.87% 16
2024
Q3 		$2.71M Buy
47,159
+9,603
+26% +$520K 1% 16
2024
Q2 		$2.01M Buy
37,556
+12,753
+51% +$672K 0.83% 16
2024
Q1 		$1.28M Buy
+24,803
New +$1.24M 0.59% 20
2023
Q4 		– Sell
-8,936
Closed -$425K – 48
2023
Q3 		$425K Buy
+8,936
New +$442K 0.24% 35

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NYU
New York University New York $128M AUM

Cypress Financial Planning's IEMG Position: Q2 2026 in Review

Cypress Financial Planning increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.5% in Q2 2026, buying an estimated $295K and bringing the position to 61,000 shares worth $5.05M. The position accounts for 1.22% of the portfolio, ranked #15.

Cypress Financial Planning first reported a position in IEMG in Q3 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Cypress Financial Planning held 61,000 shares of iShares Core MSCI Emerging Markets ETF worth $5.05M as of Q2 2026.
  • Cypress Financial Planning bought 3,705 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $295K.
  • iShares Core MSCI Emerging Markets ETF made up 1.22% of Cypress Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Cypress Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.