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

Mark Sheptoff 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
2025
Q1 		– Sell
-77
Closed -$4.02K – 452
2024
Q4 		$4.02K Sell
77
-26
-25% -$1.44K ﹤0.01% 379
2024
Q3 		$5.91K Buy
103
+26
+34% +$1.41K ﹤0.01% 352
2024
Q2 		$4.12K Hold
77
– – ﹤0.01% 374
2024
Q1 		$3.97K Hold
77
– – ﹤0.01% 343
2023
Q4 		$3.9K Buy
+77
New +$3.73K ﹤0.01% 338

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mark Sheptoff Financial Planning's IEMG Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2025, closing a stake of 77 shares — an estimated $4.02K sold.

Mark Sheptoff Financial Planning first reported a position in IEMG in Q4 2023 and held it in 5 quarters. The position peaked at $5.91K in Q3 2024. 1,853 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 77 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $4.02K.
  • Mark Sheptoff Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $5.91K in Q3 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.