Planning Project LLC’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Planning Project LLC’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
2025 Q4	$520K	Buy	+7,731	New	+$519K	0.13%	21

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Planning Project LLC's IEMG Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2025: 7,731 shares worth $520K. The stake represents 0.13% of the portfolio and ranks #21 among its holdings.

2,225 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Planning Project LLC held 7,731 shares of iShares Core MSCI Emerging Markets ETF worth $520K as of Q4 2025.
iShares Core MSCI Emerging Markets ETF was a new Planning Project LLC position in Q4 2025.
iShares Core MSCI Emerging Markets ETF made up 0.13% of Planning Project LLC's portfolio in Q4 2025, its #21 holding.
2,225 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.