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

RCS Financial 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	$900K	Sell	10,860 -1,779	-14%	-$142K	0.43%	43
2026 Q1	$882K	Sell	12,639 -47,552	-79%	-$3.43M	0.46%	40
2025 Q4	$4.05M	Buy	60,191 +13,425	+29%	+$901K	1.74%	17
2025 Q3	$3.08M	Buy	46,766 +9,873	+27%	+$616K	1.37%	22
2025 Q2	$2.21M	Buy	36,893 +16,022	+77%	+$894K	1.1%	23
2025 Q1	$1.13M	Buy	20,871 +10,203	+96%	+$549K	0.59%	34
2024 Q4	$557K	Sell	10,668 -225	-2%	-$12.5K	0.3%	51
2024 Q3	$625K	Sell	10,893 -6,141	-36%	-$332K	0.35%	43
2024 Q2	$912K	Buy	17,034 +6,546	+62%	+$345K	0.54%	33
2024 Q1	$541K	Sell	10,488 -9,512	-48%	-$476K	0.33%	47
2023 Q4	$1.01M	Buy	20,000 +5,157	+35%	+$250K	0.66%	32
2023 Q3	$706K	Sell	14,843 -1,987	-12%	-$98.3K	0.54%	34
2023 Q2	$830K	Buy	16,830 +3,461	+26%	+$169K	0.68%	32
2023 Q1	$652K	Buy	+13,369	New	+$656K	0.58%	34

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCS Financial Planning's IEMG Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 14% in Q2 2026, selling an estimated $142K and leaving 10,860 shares worth $900K. The position accounts for 0.43% of the portfolio, ranked #43.

RCS Financial Planning first reported a position in IEMG in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.05M in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

RCS Financial Planning held 10,860 shares of iShares Core MSCI Emerging Markets ETF worth $900K as of Q2 2026.
RCS Financial Planning sold 1,779 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $142K.
iShares Core MSCI Emerging Markets ETF made up 0.43% of RCS Financial Planning's portfolio in Q2 2026, its #43 holding.
RCS Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
RCS Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $4.05M in Q4 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.