WealthPlan Investment Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

WealthPlan Investment 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 Q2	$47.7M	Buy	576,229 +44,737	+8%	+$3.57M	2.37%	6
2026 Q1	$37.1M	Buy	531,492 +151,364	+40%	+$10.9M	2.07%	6
2025 Q4	$25.6M	Buy	380,128 +54,922	+17%	+$3.68M	1.63%	10
2025 Q3	$21.4M	Buy	325,206 +56,480	+21%	+$3.52M	1.42%	11
2025 Q2	$16.1M	Buy	268,726 +7,225	+3%	+$403K	1.17%	20
2025 Q1	$14.1M	Sell	261,501 -45,400	-15%	-$2.44M	1.39%	14
2024 Q4	$16M	Buy	306,901 +25,305	+9%	+$1.4M	1.58%	11
2024 Q3	$16.2M	Buy	+281,596	New	+$15.2M	1.64%	9
2023 Q1	–	Sell	-271,924	Closed	-$13.6M	–	494
2022 Q4	$13.6M	Buy	271,924 +33,292	+14%	+$1.51M	0.95%	38
2022 Q3	$11.4M	Buy	+238,632	New	+$11.4M	0.83%	45
2022 Q1	$11.4M	Buy	+218,879	New	+$12.6M	0.79%	46

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

WealthPlan Investment Management's IEMG Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 8.4% in Q2 2026, buying an estimated $3.57M and bringing the position to 576,229 shares worth $47.7M. The position accounts for 2.37% of the portfolio, ranked #6.

WealthPlan Investment Management first reported a position in IEMG in Q1 2022 and has held it in 11 quarters since. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

WealthPlan Investment Management held 576,229 shares of iShares Core MSCI Emerging Markets ETF worth $47.7M as of Q2 2026.
WealthPlan Investment Management bought 44,737 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $3.57M.
iShares Core MSCI Emerging Markets ETF made up 2.37% of WealthPlan Investment Management's portfolio in Q2 2026, its #6 holding.
WealthPlan Investment Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2022 and has held it in 11 quarters since.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.