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PlanVest Financial’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

PlanVest 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
Q2 		$42.8K Sell
517
-419
-45% -$33.4K 0.03% 242
2026
Q1 		$65.3K Buy
+936
New +$67.6K 0.05% 181

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PlanVest Financial's IEMG Position: Q2 2026 in Review

PlanVest Financial reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 45% in Q2 2026, selling an estimated $33.4K and leaving 517 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #242.

PlanVest Financial first reported a position in IEMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $65.3K in Q1 2026. 2,355 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • PlanVest Financial held 517 shares of iShares Core MSCI Emerging Markets ETF worth $42.8K as of Q2 2026.
  • PlanVest Financial sold 419 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $33.4K.
  • iShares Core MSCI Emerging Markets ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #242 holding.
  • PlanVest Financial first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's iShares Core MSCI Emerging Markets ETF position peaked at $65.3K in Q1 2026.
  • 2,355 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.