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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spartan Planning & Wealth Management's IEMG Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 29% in Q1 2026, selling an estimated $787K and leaving 27,282 shares worth $1.9M. The position accounts for 1.41% of the portfolio, ranked #16.

Spartan Planning & Wealth Management first reported a position in IEMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.57M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

  • Spartan Planning & Wealth Management held 27,282 shares of iShares Core MSCI Emerging Markets ETF worth $1.9M as of Q1 2026.
  • Spartan Planning & Wealth Management sold 10,907 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $787K.
  • iShares Core MSCI Emerging Markets ETF made up 1.41% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2024 and has held it in 5 quarters since.
  • Spartan Planning & Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.57M in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.