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Spectrum Planning & Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Spectrum Planning & Advisory Services’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 		$4.19M Sell
50,566
-32,585
-39% -$2.6M 1.87% 15
2026
Q1 		$5.8M Sell
83,151
-38,462
-32% -$2.78M 2.87% 10
2025
Q4 		$8.17M Buy
121,613
+17,947
+17% +$1.2M 4.21% 6
2025
Q3 		$6.83M Buy
103,666
+57,456
+124% +$3.58M 3.86% 7
2025
Q2 		$2.77M Buy
46,210
+9,803
+27% +$547K 1.79% 17
2025
Q1 		$1.96M Buy
36,407
+10,150
+39% +$546K 1.64% 18
2024
Q4 		$1.37M Buy
26,257
+342
+1% +$18.9K 1.19% 19
2024
Q3 		$1.49M Sell
25,915
-14,450
-36% -$782K 1.43% 17
2024
Q2 		$2.16M Buy
+40,365
New +$2.13M 2.08% 13
2023
Q4 		$1.93M Sell
38,130
-3,665
-9% -$178K 2.73% 8
2023
Q3 		$1.99M Sell
41,795
-20,326
-33% -$1.01M 3.14% 7
2023
Q2 		$3.1M Sell
62,121
-87
-0.1% -$4.25K 4.64% 7
2023
Q1 		$3.04M Buy
+62,208
New +$3.05M 4.93% 7

Other funds holding IEMG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NYU
New York University New York $128M AUM

Spectrum Planning & Advisory Services's IEMG Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 39% in Q2 2026, selling an estimated $2.6M and leaving 50,566 shares worth $4.19M. The position accounts for 1.87% of the portfolio, ranked #15.

Spectrum Planning & Advisory Services first reported a position in IEMG in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.17M in Q4 2025. 471 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Spectrum Planning & Advisory Services held 50,566 shares of iShares Core MSCI Emerging Markets ETF worth $4.19M as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 32,585 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $2.6M.
  • iShares Core MSCI Emerging Markets ETF made up 1.87% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #15 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
  • Spectrum Planning & Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $8.17M in Q4 2025.
  • 471 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.