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

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

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. 2,409 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.
2,409 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.