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

PDS 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 		$14.3M Sell
205,488
-201
-0.1% -$14.5K 0.95% 24
2025
Q4 		$13.8M Buy
205,689
+1,705
+0.8% +$114K 0.92% 27
2025
Q3 		$13.4M Sell
203,984
-381
-0.2% -$23.8K 0.93% 25
2025
Q2 		$12.3M Buy
204,365
+5,007
+3% +$279K 0.91% 25
2025
Q1 		$10.8M Sell
199,358
-1,722
-0.9% -$92.7K 0.91% 25
2024
Q4 		$10.5M Sell
201,080
-132
-0.1% -$7.31K 0.93% 24
2024
Q3 		$11.6M Sell
201,212
-7,430
-4% -$402K 1.04% 21
2024
Q2 		$11.2M Buy
208,642
+5,251
+3% +$277K 1.13% 18
2024
Q1 		$10.5M Sell
203,391
-3,441
-2% -$172K 1.1% 21
2023
Q4 		$10.5M Buy
206,832
+13,682
+7% +$663K 1.19% 20
2023
Q3 		$9.19M Buy
193,150
+13,180
+7% +$652K 1.19% 18
2023
Q2 		$8.87M Buy
179,970
+3,828
+2% +$187K 1.13% 18
2023
Q1 		$8.59M Buy
176,142
+996
+0.6% +$48.9K 1.18% 19
2022
Q4 		$8.18M Buy
175,146
+112,530
+180% +$5.12M 1.31% 18
2022
Q3 		$2.69M Sell
62,616
-47,678
-43% -$2.29M 0.49% 35
2022
Q2 		$5.41M Buy
110,294
+29,946
+37% +$1.55M 0.98% 24
2022
Q1 		$4.46M Buy
80,348
+17,424
+28% +$1.01M 0.79% 26
2021
Q4 		$3.77M Sell
62,924
-1,289
-2% -$79.5K 0.72% 33
2021
Q3 		$3.97M Buy
64,213
+462
+0.7% +$29.4K 0.92% 25
2021
Q2 		$4.27M Sell
63,751
-2,726
-4% -$180K 1.04% 23
2021
Q1 		$4.28M Buy
66,477
+2,020
+3% +$133K 1.24% 19
2020
Q4 		$4M Buy
64,457
+3,850
+6% +$222K 1.37% 19
2020
Q3 		$3.2M Buy
60,607
+3,780
+7% +$198K 1.3% 24
2020
Q2 		$2.71M Buy
+56,827
New +$2.54M 1.23% 26

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PDS Planning's IEMG Position: Q1 2026 in Review

PDS Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.1% in Q1 2026, selling an estimated $14.5K and leaving 205,488 shares worth $14.3M. The position accounts for 0.95% of the portfolio, ranked #24.

PDS Planning first reported a position in IEMG in Q2 2020 and has held it in 24 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • PDS Planning held 205,488 shares of iShares Core MSCI Emerging Markets ETF worth $14.3M as of Q1 2026.
  • PDS Planning sold 201 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $14.5K.
  • iShares Core MSCI Emerging Markets ETF made up 0.95% of PDS Planning's portfolio in Q1 2026, its #24 holding.
  • PDS Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.