TCI Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

TCI Wealth Advisors’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
2025 Q4	–	Sell	-3,783	Closed	-$249K	–	265
2025 Q3	$249K	Buy	+3,783	New	+$236K	0.01%	212
2023 Q2	–	Sell	-580	Closed	-$28.3K	–	1142
2023 Q1	$28.3K	Buy	580 +344	+146%	+$16.9K	﹤0.01%	581
2022 Q4	$11K	Sell	236 -254	-52%	-$11.6K	﹤0.01%	1015
2022 Q3	$21K	Buy	490 +275	+128%	+$13.2K	﹤0.01%	633
2022 Q2	$11K	Sell	215 -425	-66%	-$22K	﹤0.01%	951
2022 Q1	$36K	Sell	640 -161	-20%	-$9.3K	0.01%	497
2021 Q4	$48K	Sell	801 -1,690	-68%	-$104K	0.01%	427
2021 Q3	$154K	Buy	2,491 +2,081	+508%	+$132K	0.02%	223
2021 Q2	$27K	Hold	410	–	–	﹤0.01%	534
2021 Q1	$26K	Buy	410 +308	+302%	+$20.3K	0.01%	505
2020 Q4	$6K	Hold	102	–	–	﹤0.01%	810
2020 Q3	$5K	Sell	102 -20	-16%	-$1.05K	﹤0.01%	772
2020 Q2	$6K	Sell	122 -214	-64%	-$9.55K	﹤0.01%	689
2020 Q1	$14K	Sell	336 -4,846	-94%	-$238K	0.01%	510
2019 Q4	$279K	Buy	5,182 +4,770	+1,158%	+$246K	0.11%	136
2019 Q3	$20K	Sell	412 -1,451	-78%	-$72K	0.01%	496
2019 Q2	$96K	Buy	1,863 +871	+88%	+$44.5K	0.04%	213
2019 Q1	$51K	Buy	992 +729	+277%	+$36.9K	0.02%	331
2018 Q4	$12K	Buy	263 +71	+37%	+$3.43K	0.01%	582
2018 Q3	$10K	Buy	+192	New	+$10K	﹤0.01%	631
2018 Q1	–	Sell	-462	Closed	-$26K	–	1387
2017 Q4	$26K	Buy	+462	New	+$25.8K	0.01%	448
2017 Q2	–	Sell	-96	Closed	-$5K	–	1363
2017 Q1	$5K	Hold	96	–	–	﹤0.01%	712
2016 Q4	$4K	Buy	96 +1	+1%	+$44	﹤0.01%	827
2016 Q3	$4K	Hold	95	–	–	﹤0.01%	781
2016 Q2	$4K	Buy	+95	New	+$3.89K	﹤0.01%	770

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

TCI Wealth Advisors's IEMG Position: Q4 2025 in Review

TCI Wealth Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q4 2025, closing a stake of 3,783 shares — an estimated $249K sold.

TCI Wealth Advisors first reported a position in IEMG in Q2 2016 and held it in 25 quarters. The position peaked at $279K in Q4 2019. 2,225 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

TCI Wealth Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
TCI Wealth Advisors sold 3,783 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $249K.
TCI Wealth Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and held it in 25 quarters.
TCI Wealth Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $279K in Q4 2019.
2,225 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.