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

Prosperity Planning’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	$323K	Sell	3,904 -1,336	-25%	-$106K	0.07%	93
2026 Q1	$365K	Buy	5,240 +404	+8%	+$29.2K	0.09%	89
2025 Q4	$325K	Sell	4,836 -208	-4%	-$14K	0.09%	92
2025 Q3	$332K	Sell	5,044 -66	-1%	-$4.12K	0.09%	91
2025 Q2	$307K	Buy	+5,110	New	+$285K	0.09%	96
2024 Q3	–	Sell	-3,951	Closed	-$211K	–	106
2024 Q2	$211K	Buy	+3,951	New	+$208K	0.07%	99
2023 Q3	–	Sell	-5,004	Closed	-$247K	–	90
2023 Q2	$247K	Buy	5,004 +250	+5%	+$12.2K	0.1%	82
2023 Q1	$232K	Buy	+4,754	New	+$233K	0.1%	82
2022 Q1	–	Hold	0	–	–	–	78
2021 Q4	–	Hold	0	–	–	–	78
2021 Q3	–	Hold	0	–	–	–	80
2021 Q2	–	Hold	0	–	–	–	75

Other funds holding IEMG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Prosperity Planning's IEMG Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q2 2026, selling an estimated $106K and leaving 3,904 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #93.

Prosperity Planning first reported a position in IEMG in Q1 2023 and has held it in 8 quarters since. The position peaked at $365K in Q1 2026. 851 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Prosperity Planning held 3,904 shares of iShares Core MSCI Emerging Markets ETF worth $323K as of Q2 2026.
Prosperity Planning sold 1,336 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $106K.
iShares Core MSCI Emerging Markets ETF made up 0.07% of Prosperity Planning's portfolio in Q2 2026, its #93 holding.
Prosperity Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 8 quarters since.
Prosperity Planning's iShares Core MSCI Emerging Markets ETF position peaked at $365K in Q1 2026.
851 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.