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Phillips Wealth Planners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Phillips Wealth 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 		$456K Sell
5,493
-615
-10% -$44.4K 0.34% 94
2025
Q4 		$436K Sell
6,108
-95
-2% -$6.37K 0.35% 90
2025
Q3 		$417K Sell
6,203
-20
-0.3% -$1.25K 0.35% 95
2025
Q2 		$374K Sell
6,223
-49
-0.8% -$2.73K 0.34% 102
2025
Q1 		$324K Buy
6,272
+203
+3% +$10.9K 0.34% 102
2024
Q4 		$311K Buy
6,069
+28
+0.5% +$1.55K 0.31% 115
2024
Q3 		$344K Buy
6,041
+63
+1% +$3.41K 0.33% 110
2024
Q2 		$330K Buy
5,978
+3
+0.1% +$158 0.35% 100
2024
Q1 		$299K Buy
+5,975
New +$299K 0.34% 111
2023
Q4 		– Sell
-5,954
Closed -$278K – 164
2023
Q3 		$278K Buy
5,954
+107
+2% +$5.29K 0.38% 104
2023
Q2 		$288K Buy
5,847
+25
+0.4% +$1.22K 0.38% 96
2023
Q1 		$282K Sell
5,822
-66
-1% -$3.24K 0.37% 100
2022
Q4 		$294K Buy
+5,888
New +$268K 0.51% 71

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

Phillips Wealth Planners's IEMG Position: Q1 2026 in Review

Phillips Wealth Planners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 10% in Q1 2026, selling an estimated $44.4K and leaving 5,493 shares worth $456K. The position accounts for 0.34% of the portfolio, ranked #94.

Phillips Wealth Planners first reported a position in IEMG in Q4 2022 and has held it in 13 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Phillips Wealth Planners held 5,493 shares of iShares Core MSCI Emerging Markets ETF worth $456K as of Q1 2026.
  • Phillips Wealth Planners sold 615 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $44.4K.
  • iShares Core MSCI Emerging Markets ETF made up 0.34% of Phillips Wealth Planners's portfolio in Q1 2026, its #94 holding.
  • Phillips Wealth Planners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.