LifePlan Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

LifePlan Investment Advisors’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	$4.78M	Buy	68,541 +1,644	+2%	+$119K	1.88%	14
2025 Q4	$4.5M	Sell	66,897 -32,085	-32%	-$2.15M	1.83%	19
2025 Q3	$6.52M	Buy	98,982 +33,622	+51%	+$2.1M	2.74%	6
2025 Q2	$3.92M	Buy	65,360 +20,535	+46%	+$1.15M	1.95%	18
2025 Q1	$2.42M	Buy	44,825 +5,948	+15%	+$320K	1.39%	29
2024 Q4	$2.03M	Buy	38,877 +18,538	+91%	+$1.03M	1.26%	30
2024 Q3	$1.17M	Sell	20,339 -1,389	-6%	-$75.2K	0.75%	36
2024 Q2	$1.16M	Sell	21,728 -962	-4%	-$50.7K	0.84%	34
2024 Q1	$1.17M	Sell	22,690 -6,477	-22%	-$324K	0.93%	31
2023 Q4	$1.48M	Buy	29,167 +5,937	+26%	+$288K	1.35%	23
2023 Q3	$1.11M	Buy	23,230 +878	+4%	+$43.5K	1.18%	25
2023 Q2	$1.1M	Buy	+22,352	New	+$1.09M	1.23%	23

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

LifePlan Investment Advisors's IEMG Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.5% in Q1 2026, buying an estimated $119K and bringing the position to 68,541 shares worth $4.78M. The position accounts for 1.88% of the portfolio, ranked #14.

LifePlan Investment Advisors first reported a position in IEMG in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.52M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

LifePlan Investment Advisors held 68,541 shares of iShares Core MSCI Emerging Markets ETF worth $4.78M as of Q1 2026.
LifePlan Investment Advisors bought 1,644 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $119K.
iShares Core MSCI Emerging Markets ETF made up 1.88% of LifePlan Investment Advisors's portfolio in Q1 2026, its #14 holding.
LifePlan Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $6.52M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.