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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
Q2 		$52.4M Buy
632,371
+2,394
+0.4% +$191K 12.04% 3
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MPS Loria Financial Planners's IEMG Position: Q2 2026 in Review

MPS Loria Financial Planners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.38% in Q2 2026, buying an estimated $191K and bringing the position to 632,371 shares worth $52.4M. The position accounts for 12.04% of the portfolio, ranked #3.

MPS Loria Financial Planners first reported a position in IEMG in Q2 2017 and has held it in 22 quarters since. 2,413 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • MPS Loria Financial Planners held 632,371 shares of iShares Core MSCI Emerging Markets ETF worth $52.4M as of Q2 2026.
  • MPS Loria Financial Planners bought 2,394 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $191K.
  • iShares Core MSCI Emerging Markets ETF made up 12.04% of MPS Loria Financial Planners's portfolio in Q2 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 22 quarters since.
  • 2,413 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.