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Planning Capital Management Corporation’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Planning Capital Management Corporation’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
Q3 		$41.3K Sell
720
-193
-21% -$10.4K 0.03% 203
2024
Q2 		$48.9K Buy
913
+8
+0.9% +$422 0.03% 193
2024
Q1 		$46.7K Hold
905
– – 0.03% 197
2023
Q4 		$45.8K Buy
+905
New +$43.8K 0.04% 201

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Planning Capital Management Corporation's IEMG Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 21% in Q3 2024, selling an estimated $10.4K and leaving 720 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #203.

Planning Capital Management Corporation first reported a position in IEMG in Q4 2023 and has held it in 4 quarters since. The position peaked at $48.9K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Planning Capital Management Corporation held 720 shares of iShares Core MSCI Emerging Markets ETF worth $41.3K as of Q3 2024.
  • Planning Capital Management Corporation sold 193 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $10.4K.
  • iShares Core MSCI Emerging Markets ETF made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #203 holding.
  • Planning Capital Management Corporation first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's iShares Core MSCI Emerging Markets ETF position peaked at $48.9K in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.