SWA
TEI

Sax Wealth Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Sax Wealth Advisors’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Sell
62,280
-5,272
-8% -$33.8K 0.02% 406
2026
Q1 		$436K Hold
67,552
– – 0.02% 311
2025
Q4 		$436K Buy
+67,552
New +$430K 0.02% 317

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Sax Wealth Advisors's TEI Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Templeton Emerging Markets Income Fund (TEI) stake by 7.8% in Q2 2026, selling an estimated $33.8K and leaving 62,280 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #406.

Sax Wealth Advisors first reported a position in TEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q1 2026. 104 funds tracked by Wall St. Rank hold TEI as of Q2 2026.

  • Sax Wealth Advisors held 62,280 shares of Templeton Emerging Markets Income Fund worth $374K as of Q2 2026.
  • Sax Wealth Advisors sold 5,272 Templeton Emerging Markets Income Fund shares in Q2 2026, an estimated $33.8K.
  • Templeton Emerging Markets Income Fund made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #406 holding.
  • Sax Wealth Advisors first reported a position in Templeton Emerging Markets Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Templeton Emerging Markets Income Fund position peaked at $436K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.