TFC Financial Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

TFC Financial 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 Q1	$52.7M	Sell	755,956 -14,396	-2%	-$1.04M	6.5%	4
2025 Q4	$51.8M	Sell	770,352 -2,974	-0.4%	-$200K	6.49%	4
2025 Q3	$51M	Buy	773,326 +2,562	+0.3%	+$160K	6.53%	4
2025 Q2	$46.3M	Buy	770,764 +9,105	+1%	+$508K	6.34%	4
2025 Q1	$41.1M	Buy	761,659 +323,026	+74%	+$17.4M	6.29%	4
2024 Q4	$22.9M	Buy	438,633 +15,124	+4%	+$838K	3.62%	7
2024 Q3	$24.3M	Buy	423,509 +9,156	+2%	+$496K	3.85%	7
2024 Q2	$22.2M	Buy	414,353 +23,511	+6%	+$1.24M	3.89%	7
2024 Q1	$20.2M	Buy	390,842 +83,635	+27%	+$4.19M	3.58%	7
2023 Q4	$15.5M	Buy	307,207 +216,379	+238%	+$10.5M	3.14%	7
2023 Q3	$4.32M	Sell	90,828 -15,966	-15%	-$790K	1.03%	14
2023 Q2	$5.26M	Buy	106,794 +1,454	+1%	+$71K	1.29%	8
2023 Q1	$5.14M	Sell	105,340 -47,729	-31%	-$2.34M	1.33%	9
2022 Q4	$7.15M	Buy	153,069 +24,141	+19%	+$1.1M	2.06%	7
2022 Q3	$5.54M	Buy	128,928 +55,057	+75%	+$2.64M	1.76%	8
2022 Q2	$3.62M	Buy	73,871 +4,632	+7%	+$239K	1.08%	13
2022 Q1	$3.85M	Buy	69,239 +17,732	+34%	+$1.02M	1.1%	11
2021 Q4	$3.08M	Buy	51,507 +3,586	+7%	+$221K	0.94%	12
2021 Q3	$2.96M	Buy	47,921 +25,992	+119%	+$1.65M	0.98%	12
2021 Q2	$1.47M	Buy	21,929 +734	+3%	+$48.4K	0.5%	20
2021 Q1	$1.36M	Buy	21,195 +1,938	+10%	+$127K	0.54%	19
2020 Q4	$1.2M	Sell	19,257 -24	-0.1%	-$1.38K	0.5%	18
2020 Q3	$1.02M	Buy	+19,281	New	+$1.01M	0.5%	18

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

TFC Financial Management's IEMG Position: Q1 2026 in Review

TFC Financial Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.9% in Q1 2026, selling an estimated $1.04M and leaving 755,956 shares worth $52.7M. The position accounts for 6.5% of the portfolio, ranked #4.

TFC Financial Management first reported a position in IEMG in Q3 2020 and has held it in 23 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

TFC Financial Management held 755,956 shares of iShares Core MSCI Emerging Markets ETF worth $52.7M as of Q1 2026.
TFC Financial Management sold 14,396 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $1.04M.
iShares Core MSCI Emerging Markets ETF made up 6.5% of TFC Financial Management's portfolio in Q1 2026, its #4 holding.
TFC Financial Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2020 and has held it in 23 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.