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 Q3	$213K	Sell	2,756 -529	-16%	-$42.6K	0.04%	213
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Plan Group Financial's IEMG Position: Q3 2026 in Review

Plan Group Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 16% in Q3 2026, selling an estimated $42.6K and leaving 2,756 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #213.

Plan Group Financial first reported a position in IEMG in Q2 2023 and has held it in 4 quarters since. The position peaked at $457K in Q2 2023. 914 funds tracked by Wall St. Rank hold IEMG as of Q3 2026.

Plan Group Financial held 2,756 shares of iShares Core MSCI Emerging Markets ETF worth $213K as of Q3 2026.
Plan Group Financial sold 529 iShares Core MSCI Emerging Markets ETF shares in Q3 2026, an estimated $42.6K.
iShares Core MSCI Emerging Markets ETF made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #213 holding.
Plan Group Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 4 quarters since.
Plan Group Financial's iShares Core MSCI Emerging Markets ETF position peaked at $457K in Q2 2023.
914 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.