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 Q2	$6.15M	Buy	74,258 +59,927	+418%	+$4.78M	0.91%	26
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 $1.55T 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

Vertex Planning Partners's IEMG Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 418% in Q2 2026, buying an estimated $4.78M and bringing the position to 74,258 shares worth $6.15M. The position accounts for 0.91% of the portfolio, ranked #26.

Vertex Planning Partners first reported a position in IEMG in Q1 2023 and has held it in 14 quarters since. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Vertex Planning Partners held 74,258 shares of iShares Core MSCI Emerging Markets ETF worth $6.15M as of Q2 2026.
Vertex Planning Partners bought 59,927 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $4.78M.
iShares Core MSCI Emerging Markets ETF made up 0.91% of Vertex Planning Partners's portfolio in Q2 2026, its #26 holding.
Vertex Planning Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

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