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Planned Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-642
Closed -$36.9K – 353
2024
Q3 		$36.9K Buy
+642
New +$34.8K 0.01% 336
2024
Q1 		– Sell
-314
Closed -$15.9K – 297
2023
Q4 		$15.9K Buy
+314
New +$15.2K 0.01% 389
2021
Q1 		– Sell
-1,627
Closed -$101K – 223
2020
Q4 		$101K Hold
1,627
– – 0.08% 98
2020
Q3 		$86K Buy
+1,627
New +$85.3K 0.08% 92

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Planned Solutions's IEMG Position: Q4 2024 in Review

Planned Solutions sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2024, closing a stake of 642 shares — an estimated $36.9K sold.

Planned Solutions first reported a position in IEMG in Q3 2020 and held it in 4 quarters. The position peaked at $101K in Q4 2020. 1,840 funds tracked by Wall St. Rank hold IEMG as of Q4 2024.

  • Planned Solutions reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 642 iShares Core MSCI Emerging Markets ETF shares in Q4 2024, an estimated $36.9K.
  • Planned Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Core MSCI Emerging Markets ETF position peaked at $101K in Q4 2020.
  • 1,840 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.