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 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 $1.37T 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

Plan Group Financial's IEMG Position: Q1 2026 in Review

Plan Group Financial opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2026: 4,898 shares worth $342K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in IEMG as recently as Q2 2023.

Plan Group Financial first reported a position in IEMG in Q2 2023 and has held it in 2 quarters since. The position peaked at $457K in Q2 2023. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Plan Group Financial held 4,898 shares of iShares Core MSCI Emerging Markets ETF worth $342K as of Q1 2026.
iShares Core MSCI Emerging Markets ETF was a new Plan Group Financial position in Q1 2026.
iShares Core MSCI Emerging Markets ETF made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #151 holding.
Plan Group Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2023 and has held it in 2 quarters since.
Plan Group Financial's iShares Core MSCI Emerging Markets ETF position peaked at $457K in Q2 2023.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.