Vertex Planning Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Vertex Planning Partners’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	$1,000K	Sell	14,331 -28,961	-67%	-$2.09M	0.19%	55
2025 Q4	$2.91M	Sell	43,292 -3,027	-7%	-$203K	0.68%	32
2025 Q3	$3.05M	Sell	46,319 -4,319	-9%	-$269K	0.59%	38
2025 Q2	$3.04M	Buy	50,638 +24,555	+94%	+$1.37M	0.63%	36
2025 Q1	$1.41M	Buy	26,083 +12,379	+90%	+$666K	0.31%	52
2024 Q4	$716K	Buy	13,704 +17	+0.1%	+$941	0.16%	80
2024 Q3	$786K	Sell	13,687 -6,223	-31%	-$337K	0.19%	61
2024 Q2	$1.07M	Buy	19,910 +7,405	+59%	+$390K	0.28%	47
2024 Q1	$645K	Sell	12,505 -4,198	-25%	-$210K	0.18%	66
2023 Q4	$845K	Buy	16,703 +162	+1%	+$7.85K	0.25%	50
2023 Q3	$787K	Sell	16,541 -8,550	-34%	-$423K	0.27%	47
2023 Q2	$1.24M	Buy	25,091 +1,777	+8%	+$86.8K	0.42%	39
2023 Q1	$1.14M	Buy	+23,314	New	+$1.14M	0.43%	36

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vertex Planning Partners's IEMG Position: Q1 2026 in Review

Vertex Planning Partners reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 67% in Q1 2026, selling an estimated $2.09M and leaving 14,331 shares worth $1,000K. The position accounts for 0.19% of the portfolio, ranked #55.

Vertex Planning Partners first reported a position in IEMG in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.05M in Q3 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Vertex Planning Partners held 14,331 shares of iShares Core MSCI Emerging Markets ETF worth $1,000K as of Q1 2026.
Vertex Planning Partners sold 28,961 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $2.09M.
iShares Core MSCI Emerging Markets ETF made up 0.19% of Vertex Planning Partners's portfolio in Q1 2026, its #55 holding.
Vertex Planning Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
Vertex Planning Partners's iShares Core MSCI Emerging Markets ETF position peaked at $3.05M in Q3 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.