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

Keener 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 Q1	$280K	Sell	4,027 -14	-0.3%	-$1.01K	0.12%	46
2025 Q4	$271K	Sell	4,041 -35	-0.9%	-$2.35K	0.12%	45
2025 Q3	$268K	Sell	4,076 -706	-15%	-$44K	0.12%	39
2025 Q2	$287K	Buy	4,782 +752	+19%	+$42K	0.14%	38
2025 Q1	$217K	Buy	4,030 +100	+3%	+$5.38K	0.14%	36
2024 Q4	$205K	Buy	3,930 +1,013	+35%	+$56.1K	0.12%	41
2024 Q3	$167K	Sell	2,917 -1,013	-26%	-$54.8K	0.11%	45
2024 Q2	$210K	Hold	3,930	–	–	0.14%	41
2024 Q1	$203K	Buy	3,930 +439	+13%	+$22K	0.14%	42
2023 Q4	$177K	Buy	+3,491	New	+$169K	0.14%	45

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keener Financial Planning's IEMG Position: Q1 2026 in Review

Keener Financial Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.35% in Q1 2026, selling an estimated $1.01K and leaving 4,027 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #46.

Keener Financial Planning first reported a position in IEMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $287K in Q2 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Keener Financial Planning held 4,027 shares of iShares Core MSCI Emerging Markets ETF worth $280K as of Q1 2026.
Keener Financial Planning sold 14 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.01K.
iShares Core MSCI Emerging Markets ETF made up 0.12% of Keener Financial Planning's portfolio in Q1 2026, its #46 holding.
Keener Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $287K in Q2 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.