Plan Group Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Plan Group Financial’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	$272K	Sell	3,285 -1,613	-33%	-$129K	0.06%	186
2026 Q1	$342K	Buy	+4,898	New	+$354K	0.08%	151
2023 Q3	–	Sell	-9,061	Closed	-$457K	–	83
2023 Q2	$457K	Buy	+9,061	New	+$443K	0.38%	38

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 Group Financial's IEMG Position: Q2 2026 in Review

Plan Group Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 33% in Q2 2026, selling an estimated $129K and leaving 3,285 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #186.

Plan Group Financial first reported a position in IEMG in Q2 2023 and has held it in 3 quarters since. The position peaked at $457K in Q2 2023. 2,410 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Plan Group Financial held 3,285 shares of iShares Core MSCI Emerging Markets ETF worth $272K as of Q2 2026.
Plan Group Financial sold 1,613 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $129K.
iShares Core MSCI Emerging Markets ETF made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #186 holding.
Plan Group Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 3 quarters since.
Plan Group Financial's iShares Core MSCI Emerging Markets ETF position peaked at $457K in Q2 2023.
2,410 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.