MPS Loria Financial Planners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

MPS Loria Financial Planners’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	$43.9M	Sell	629,977 -46,369	-7%	-$3.35M	11.59%	3
2025 Q4	$45.5M	Sell	676,346 -4,794	-0.7%	-$322K	11.69%	3
2025 Q3	$44.9M	Sell	681,140 -442	-0.1%	-$27.6K	11.93%	3
2025 Q2	$40.9M	Sell	681,582 -22,345	-3%	-$1.25M	12.04%	3
2025 Q1	$38M	Buy	703,927 +94,195	+15%	+$5.07M	11.27%	3
2024 Q4	$31.8M	Buy	609,732 +7,944	+1%	+$440K	9.43%	4
2024 Q3	$34.5M	Buy	601,788 +12,227	+2%	+$662K	10.3%	3
2024 Q2	$31.6M	Sell	589,561 -10,467	-2%	-$552K	10.17%	3
2024 Q1	$31M	Sell	600,028 -20,489	-3%	-$1.03M	10.4%	4
2023 Q4	$31.4M	Buy	620,517 +9,667	+2%	+$468K	11.02%	4
2023 Q3	$29.1M	Buy	610,850 +19,715	+3%	+$976K	11.38%	3
2023 Q2	$29.1M	Sell	591,135 -71	-0%	-$3.47K	10.95%	3
2023 Q1	$28.8M	Buy	591,206 +37,853	+7%	+$1.86M	11.66%	3
2022 Q4	$25.8M	Buy	553,353 +9,532	+2%	+$433K	11.48%	3
2022 Q3	$23.4M	Buy	543,821 +29,429	+6%	+$1.41M	9.07%	4
2022 Q2	$25.2M	Buy	514,392 +494,603	+2,499%	+$25.6M	11.38%	3
2022 Q1	$1.1M	Buy	19,789 +1,150	+6%	+$66.4K	0.46%	23
2021 Q4	$1.11M	Buy	18,639 +647	+4%	+$39.9K	0.45%	22
2021 Q3	$1.11M	Sell	17,992 -342	-2%	-$21.8K	0.51%	19
2021 Q2	$1.23M	Buy	+18,334	New	+$1.21M	0.57%	18
2017 Q3	–	Sell	-980	Closed	-$51K	–	206
2017 Q2	$51K	Buy	+980	New	+$48.4K	0.03%	151

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

MPS Loria Financial Planners's IEMG Position: Q1 2026 in Review

MPS Loria Financial Planners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.9% in Q1 2026, selling an estimated $3.35M and leaving 629,977 shares worth $43.9M. The position accounts for 11.59% of the portfolio, ranked #3.

MPS Loria Financial Planners first reported a position in IEMG in Q2 2017 and has held it in 21 quarters since. The position peaked at $45.5M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

MPS Loria Financial Planners held 629,977 shares of iShares Core MSCI Emerging Markets ETF worth $43.9M as of Q1 2026.
MPS Loria Financial Planners sold 46,369 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $3.35M.
iShares Core MSCI Emerging Markets ETF made up 11.59% of MPS Loria Financial Planners's portfolio in Q1 2026, its #3 holding.
MPS Loria Financial Planners first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2017 and has held it in 21 quarters since.
MPS Loria Financial Planners's iShares Core MSCI Emerging Markets ETF position peaked at $45.5M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.