Falcon Wealth Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Falcon Wealth 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	$3.86M	Sell	46,561 -3,133	-6%	-$250K	0.24%	38
2026 Q1	$3.47M	Sell	49,694 -2,825	-5%	-$204K	0.24%	37
2025 Q4	$3.53M	Sell	52,519 -831	-2%	-$55.8K	0.3%	33
2025 Q3	$3.52M	Sell	53,350 -2,386	-4%	-$149K	0.32%	33
2025 Q2	$3.35M	Sell	55,736 -1,165	-2%	-$65K	0.34%	33
2025 Q1	$3.07M	Sell	56,901 -7,205	-11%	-$388K	0.34%	33
2024 Q4	$3.35M	Buy	64,106 +5,233	+9%	+$290K	0.37%	33
2024 Q3	$3.38M	Sell	58,873 -87	-0.1%	-$4.71K	0.4%	31
2024 Q2	$3.16M	Sell	58,960 -1,369	-2%	-$72.2K	0.41%	29
2024 Q1	$3.11M	Buy	60,329 +719	+1%	+$36K	0.49%	28
2023 Q4	$3.02M	Buy	59,610 +14,756	+33%	+$715K	0.53%	28
2023 Q3	$2.13M	Sell	44,854 -464	-1%	-$23K	0.46%	27
2023 Q2	$2.23M	Sell	45,318 -2,047	-4%	-$100K	0.5%	25
2023 Q1	$2.31M	Sell	47,365 -2,912	-6%	-$143K	0.58%	24
2022 Q4	$2.35M	Buy	50,277 +41,137	+450%	+$1.87M	0.67%	24
2022 Q3	$393K	Sell	9,140 -26,549	-74%	-$1.27M	0.13%	54
2022 Q2	$1.75M	Buy	35,689 +12,842	+56%	+$664K	0.6%	23
2022 Q1	$1.27M	Buy	22,847 +13,962	+157%	+$807K	0.4%	27
2021 Q4	$532K	Buy	8,885 +4,979	+127%	+$307K	0.17%	46
2021 Q3	$241K	Sell	3,906 -65	-2%	-$4.14K	0.09%	64
2021 Q2	$266K	Buy	3,971 +1	+0%	+$66	0.11%	53
2021 Q1	$256K	Buy	3,970 +188	+5%	+$12.4K	0.13%	51
2020 Q4	$235K	Buy	+3,782	New	+$218K	0.13%	49

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

Falcon Wealth Planning's IEMG Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.3% in Q2 2026, selling an estimated $250K and leaving 46,561 shares worth $3.86M. The position accounts for 0.24% of the portfolio, ranked #38.

Falcon Wealth Planning first reported a position in IEMG in Q4 2020 and has held it in 23 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Falcon Wealth Planning held 46,561 shares of iShares Core MSCI Emerging Markets ETF worth $3.86M as of Q2 2026.
Falcon Wealth Planning sold 3,133 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $250K.
iShares Core MSCI Emerging Markets ETF made up 0.24% of Falcon Wealth Planning's portfolio in Q2 2026, its #38 holding.
Falcon Wealth Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.