Spartan Planning & Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Spartan Planning & Wealth Management’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	$3.47M	Buy	41,846 +14,564	+53%	+$1.16M	2.31%	15
2026 Q1	$1.9M	Sell	27,282 -10,907	-29%	-$787K	1.41%	16
2025 Q4	$2.57M	Buy	38,189 +6,157	+19%	+$413K	1.89%	13
2025 Q3	$2.11M	Sell	32,032 -549	-2%	-$34.2K	1.65%	16
2025 Q2	$1.96M	Buy	+32,581	New	+$1.82M	1.68%	15
2025 Q1	–	Sell	-10,725	Closed	-$560K	–	77
2024 Q4	$560K	Buy	+10,725	New	+$594K	0.51%	38

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

Spartan Planning & Wealth Management's IEMG Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 53% in Q2 2026, buying an estimated $1.16M and bringing the position to 41,846 shares worth $3.47M. The position accounts for 2.31% of the portfolio, ranked #15.

Spartan Planning & Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 6 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Spartan Planning & Wealth Management held 41,846 shares of iShares Core MSCI Emerging Markets ETF worth $3.47M as of Q2 2026.
Spartan Planning & Wealth Management bought 14,564 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.16M.
iShares Core MSCI Emerging Markets ETF made up 2.31% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #15 holding.
Spartan Planning & Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.