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 Q2	$4.29M	Sell	51,846 -16,695	-24%	-$1.33M	1.48%	24
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 $1.55T 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

LifePlan Investment Advisors's IEMG Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 24% in Q2 2026, selling an estimated $1.33M and leaving 51,846 shares worth $4.29M. The position accounts for 1.48% of the portfolio, ranked #24.

LifePlan Investment Advisors first reported a position in IEMG in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.52M in Q3 2025. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

LifePlan Investment Advisors held 51,846 shares of iShares Core MSCI Emerging Markets ETF worth $4.29M as of Q2 2026.
LifePlan Investment Advisors sold 16,695 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.33M.
iShares Core MSCI Emerging Markets ETF made up 1.48% of LifePlan Investment Advisors's portfolio in Q2 2026, its #24 holding.
LifePlan Investment Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $6.52M in Q3 2025.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.