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

Forbes 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	$3.68M	Buy	44,377 +630	+1%	+$50.2K	1.97%	16
2026 Q1	$3.05M	Buy	43,747 +2,808	+7%	+$203K	1.76%	16
2025 Q4	$2.75M	Buy	40,939 +27,559	+206%	+$1.85M	1.61%	16
2025 Q3	$923K	Buy	13,380 +2,036	+18%	+$127K	0.61%	23
2025 Q2	$681K	Buy	+11,344	New	+$633K	0.46%	24
2024 Q1	–	Sell	-12,808	Closed	-$648K	–	31
2023 Q4	$648K	Buy	12,808 +7,044	+122%	+$341K	0.6%	23
2023 Q3	$274K	Buy	+5,764	New	+$285K	0.29%	25
2023 Q1	–	Sell	-56,265	Closed	-$2.42M	–	33
2022 Q4	$2.42M	Hold	56,265	–	–	3.52%	12
2022 Q3	$2.42M	Buy	56,265 +535	+1%	+$25.6K	3.52%	12
2022 Q2	$2.74M	Buy	55,730 +8,955	+19%	+$463K	3.93%	12
2022 Q1	$2.58M	Sell	46,775 -10,172	-18%	-$588K	3.22%	14
2021 Q4	$3.41M	Buy	+56,947	New	+$3.51M	3.36%	13

Other funds holding IEMG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Forbes Financial Planning increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.4% in Q2 2026, buying an estimated $50.2K and bringing the position to 44,377 shares worth $3.68M. The position accounts for 1.97% of the portfolio, ranked #16.

Forbes Financial Planning first reported a position in IEMG in Q4 2021 and has held it in 12 quarters since. 1,664 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Forbes Financial Planning held 44,377 shares of iShares Core MSCI Emerging Markets ETF worth $3.68M as of Q2 2026.
Forbes Financial Planning bought 630 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $50.2K.
iShares Core MSCI Emerging Markets ETF made up 1.97% of Forbes Financial Planning's portfolio in Q2 2026, its #16 holding.
Forbes Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
1,664 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.