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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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return