Pinnacle Wealth Planning Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Pinnacle Wealth Planning Services’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	$322K	Buy	4,611 +2,970	+181%	+$214K	0.03%	315
2025 Q4	$110K	Buy	+1,641	New	+$110K	0.01%	725
2021 Q1	–	Sell	-499	Closed	-$31K	–	1099
2020 Q4	$31K	Buy	+499	New	+$28.8K	0.01%	986

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

Pinnacle Wealth Planning Services's IEMG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 181% in Q1 2026, buying an estimated $214K and bringing the position to 4,611 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #315.

Pinnacle Wealth Planning Services first reported a position in IEMG in Q4 2020 and has held it in 3 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Pinnacle Wealth Planning Services held 4,611 shares of iShares Core MSCI Emerging Markets ETF worth $322K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2,970 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $214K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #315 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2020 and has held it in 3 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.