Partners in Financial Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Partners in 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
2026 Q1	$274K	Buy	3,924 +445	+13%	+$32.1K	0.05%	109
2025 Q4	$234K	Buy	3,479 +5	+0.1%	+$335	0.04%	107
2025 Q3	$229K	Hold	3,474	–	–	0.04%	106
2025 Q2	$209K	Buy	+3,474	New	+$194K	0.04%	106
2024 Q4	–	Sell	-4,264	Closed	-$245K	–	108
2024 Q3	$245K	Sell	4,264 -117	-3%	-$6.33K	0.05%	97
2024 Q2	$235K	Buy	4,381 +244	+6%	+$12.9K	0.05%	94
2024 Q1	$213K	Sell	4,137 -31	-0.7%	-$1.55K	0.05%	101
2023 Q4	$211K	Buy	+4,168	New	+$202K	0.05%	101
2023 Q3	–	Sell	-4,171	Closed	-$206K	–	98
2023 Q2	$206K	Buy	4,171 +10	+0.2%	+$488	0.05%	93
2023 Q1	$203K	Buy	+4,161	New	+$204K	0.05%	92
2022 Q4	–	Sell	-4,398	Closed	-$206K	–	92
2022 Q3	$206K	Sell	4,398 -2,520	-36%	-$121K	0.06%	89
2022 Q2	$333K	Buy	6,918 +2,533	+58%	+$131K	0.11%	72
2022 Q1	$230K	Sell	4,385 -425	-9%	-$24.6K	0.07%	84
2021 Q4	$286K	Buy	4,810 +6	+0.1%	+$370	0.09%	77
2021 Q3	$297K	Hold	4,804	–	–	0.09%	72
2021 Q2	$322K	Buy	+4,804	New	+$317K	0.1%	67

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

Partners in Financial Planning's IEMG Position: Q1 2026 in Review

Partners in Financial Planning increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 13% in Q1 2026, buying an estimated $32.1K and bringing the position to 3,924 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #109.

Partners in Financial Planning first reported a position in IEMG in Q2 2021 and has held it in 16 quarters since. The position peaked at $333K in Q2 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Partners in Financial Planning held 3,924 shares of iShares Core MSCI Emerging Markets ETF worth $274K as of Q1 2026.
Partners in Financial Planning bought 445 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $32.1K.
iShares Core MSCI Emerging Markets ETF made up 0.05% of Partners in Financial Planning's portfolio in Q1 2026, its #109 holding.
Partners in Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2021 and has held it in 16 quarters since.
Partners in Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $333K in Q2 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.