Meredith Wealth Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Meredith Wealth 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 Q3	$427K	Buy	5,256 +124	+2%	+$10K	0.11%	54
2026 Q2	$425K	Sell	5,132 -461	-8%	-$36.7K	0.1%	54
2026 Q1	$390K	Sell	5,593 -114	-2%	-$8.23K	0.11%	51
2025 Q4	$384K	Sell	5,707 -26	-0.5%	-$1.74K	0.11%	48
2025 Q3	$378K	Sell	5,733 -104	-2%	-$6.49K	0.12%	49
2025 Q2	$350K	Buy	5,837 +70	+1%	+$3.91K	0.13%	46
2025 Q1	$311K	Hold	5,767	–	–	0.14%	40
2024 Q4	$301K	Buy	5,767 +76	+1%	+$4.21K	0.13%	40
2024 Q3	$327K	Sell	5,691 -165	-3%	-$8.93K	0.16%	37
2024 Q2	$313K	Buy	5,856 +54	+0.9%	+$2.85K	0.16%	36
2024 Q1	$299K	Sell	5,802 -200	-3%	-$10K	0.17%	34
2023 Q4	$304K	Buy	6,002 +466	+8%	+$22.6K	0.19%	36
2023 Q3	$263K	Buy	5,536 +1,040	+23%	+$51.5K	0.2%	36
2023 Q2	$222K	Sell	4,496 -987	-18%	-$48.2K	0.18%	35
2023 Q1	$268K	Hold	5,483	–	–	0.22%	42
2022 Q4	$256K	Buy	+5,483	New	+$249K	0.22%	43

Other funds holding IEMG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meredith Wealth Planning's IEMG Position: Q3 2026 in Review

Meredith Wealth Planning increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 2.4% in Q3 2026, buying an estimated $10K and bringing the position to 5,256 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #54.

Meredith Wealth Planning first reported a position in IEMG in Q4 2022 and has held it in 16 quarters since. 2,231 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Meredith Wealth Planning held 5,256 shares of iShares Core MSCI Emerging Markets ETF worth $427K as of Q3 2026.
Meredith Wealth Planning bought 124 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $10K.
iShares Core MSCI Emerging Markets ETF made up 0.11% of Meredith Wealth Planning's portfolio in Q3 2026, its #54 holding.
Meredith Wealth Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 16 quarters since.
2,231 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.