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Plan A Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Plan A Wealth’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
Q3 		$252K Hold
3,108
– – 0.09% 160
2026
Q2 		$257K Sell
3,108
-1,803
-37% -$144K 0.11% 143
2026
Q1 		$343K Sell
4,911
-51
-1% -$3.68K 0.16% 107
2025
Q4 		$334K Buy
4,962
+986
+25% +$66.2K 0.16% 112
2025
Q3 		$262K Sell
3,976
-304
-7% -$19K 0.13% 127
2025
Q2 		$257K Sell
4,280
-2,291
-35% -$128K 0.15% 123
2025
Q1 		$355K Sell
6,571
-744
-10% -$40K 0.27% 63
2024
Q4 		$382K Buy
+7,315
New +$405K 0.35% 53

Other funds holding IEMG

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Plan A Wealth's IEMG Position: Q3 2026 in Review

Plan A Wealth held its iShares Core MSCI Emerging Markets ETF (IEMG) position steady in Q3 2026 at 3,108 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #160.

Plan A Wealth first reported a position in IEMG in Q4 2024 and has held it in 8 quarters since. The position peaked at $382K in Q4 2024. 141 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

  • Plan A Wealth held 3,108 shares of iShares Core MSCI Emerging Markets ETF worth $252K as of Q3 2026.
  • Plan A Wealth left its iShares Core MSCI Emerging Markets ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Emerging Markets ETF made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #160 holding.
  • Plan A Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $382K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.