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

Strategic 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 		$2.1M Buy
25,335
+20,228
+396% +$1.61M 1.1% 19
2026
Q1 		$635K Sell
5,107
-24,124
-83% -$1.74M 0.37% 31
2025
Q4 		$1.96M Sell
29,231
-88
-0.3% -$5.9K 1.12% 20
2025
Q3 		$1.93M Sell
29,319
-1,086
-4% -$67.7K 1.12% 19
2025
Q2 		$1.83M Sell
30,405
-3,521
-10% -$196K 1.14% 19
2025
Q1 		$1.83M Sell
33,926
-3,649
-10% -$196K 1.26% 19
2024
Q4 		$1.96M Sell
37,575
-177
-0.5% -$9.8K 1.34% 19
2024
Q3 		$2.17M Sell
37,752
-364
-1% -$19.7K 1.43% 19
2024
Q2 		$2.04M Sell
38,116
-551
-1% -$29.1K 1.47% 19
2024
Q1 		$2M Sell
38,667
-288
-0.7% -$14.4K 1.49% 19
2023
Q4 		$1.97M Buy
38,955
+10,226
+36% +$495K 1.54% 19
2023
Q3 		$1.37M Sell
28,729
-49
-0.2% -$2.42K 1.26% 20
2023
Q2 		$1.42M Sell
28,778
-2,221
-7% -$108K 1.26% 19
2023
Q1 		$1.51M Sell
30,999
-28
-0.1% -$1.37K 1.38% 20
2022
Q4 		$1.45M Buy
31,027
+2,132
+7% +$97K 1.4% 19
2022
Q3 		$1.24M Buy
28,895
+23,905
+479% +$1.15M 1.29% 20
2022
Q2 		$245K Sell
4,990
-11,655
-70% -$602K 0.24% 30
2022
Q1 		$925K Buy
16,645
+13,148
+376% +$760K 0.77% 23
2021
Q4 		$209K Buy
+3,497
New +$216K 0.15% 34

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Strategic Financial Planning increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 396% in Q2 2026, buying an estimated $1.61M and bringing the position to 25,335 shares worth $2.1M. The position accounts for 1.1% of the portfolio, ranked #19.

Strategic Financial Planning first reported a position in IEMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

  • Strategic Financial Planning held 25,335 shares of iShares Core MSCI Emerging Markets ETF worth $2.1M as of Q2 2026.
  • Strategic Financial Planning bought 20,228 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Core MSCI Emerging Markets ETF made up 1.1% of Strategic Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Strategic Financial Planning first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Strategic Financial Planning's iShares Core MSCI Emerging Markets ETF position peaked at $2.17M in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.