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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plan A Wealth's IEMG Position: Q2 2026 in Review

Plan A Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 37% in Q2 2026, selling an estimated $144K and leaving 3,108 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #143.

Plan A Wealth first reported a position in IEMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2024. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Plan A Wealth held 3,108 shares of iShares Core MSCI Emerging Markets ETF worth $257K as of Q2 2026.
Plan A Wealth sold 1,803 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $144K.
iShares Core MSCI Emerging Markets ETF made up 0.11% of Plan A Wealth's portfolio in Q2 2026, its #143 holding.
Plan A Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $382K in Q4 2024.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.