TFO Wealth Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

TFO Wealth 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 Q1	$2.21M	Buy	31,747 +3,137	+11%	+$226K	0.3%	29
2025 Q4	$1.92M	Buy	28,610 +205	+0.7%	+$13.8K	0.29%	26
2025 Q3	$1.87M	Sell	28,405 -19	-0.1%	-$1.19K	0.31%	23
2025 Q2	$1.71M	Buy	28,424 +272	+1%	+$15.2K	0.3%	22
2025 Q1	$1.52M	Sell	28,152 -266	-0.9%	-$14.3K	0.3%	19
2024 Q4	$1.48M	Buy	28,418 +122	+0.4%	+$6.76K	0.7%	6
2024 Q3	$1.62M	Buy	28,296 +67	+0.2%	+$3.63K	0.3%	18
2024 Q2	$1.51M	Buy	28,229 +98	+0.3%	+$5.17K	0.3%	17
2024 Q1	$1.45M	Buy	28,131 +4	+0%	+$200	0.28%	19
2023 Q4	$1.42M	Buy	28,127 +90	+0.3%	+$4.36K	0.29%	18
2023 Q3	$1.38M	Hold	28,037	–	–	0.29%	19
2023 Q2	$1.38M	Buy	28,037 +590	+2%	+$28.8K	0.29%	18
2023 Q1	$1.34M	Buy	27,447 +27,421	+105,465%	+$1.35M	0.29%	18
2022 Q4	$2.37K	Sell	26 -30,192	-100%	-$1.37M	﹤0.01%	235
2022 Q3	$1.3M	Sell	30,218 -47,040	-61%	-$2.25M	0.32%	19
2022 Q2	$3.79M	Sell	77,258 -1,227	-2%	-$63.4K	0.85%	14
2022 Q1	$4.36M	Buy	78,485 +35,030	+81%	+$2.02M	0.86%	12
2021 Q4	$2.58M	Buy	43,455 +114	+0.3%	+$7.03K	0.49%	15
2021 Q3	$2.68M	Sell	43,341 -206	-0.5%	-$13.1K	0.53%	15
2021 Q2	$2.94M	Buy	43,547 +212	+0.5%	+$14K	0.58%	14
2021 Q1	$2.79M	Sell	43,335 -239	-0.5%	-$15.7K	0.84%	12
2020 Q4	$2.7M	Buy	43,574 +16,280	+60%	+$939K	0.86%	12
2020 Q3	$1.44M	Sell	27,294 -1,415	-5%	-$74.2K	0.56%	12
2020 Q2	$1.37M	Buy	28,709 +23,024	+405%	+$1.03M	0.54%	12
2020 Q1	$230K	Sell	5,685 -1,654	-23%	-$81.2K	0.1%	30
2019 Q4	$394K	Buy	+7,339	New	+$378K	0.36%	23

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

TFO Wealth Partners's IEMG Position: Q1 2026 in Review

TFO Wealth Partners increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 11% in Q1 2026, buying an estimated $226K and bringing the position to 31,747 shares worth $2.21M. The position accounts for 0.3% of the portfolio, ranked #29.

TFO Wealth Partners first reported a position in IEMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.36M in Q1 2022. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

TFO Wealth Partners held 31,747 shares of iShares Core MSCI Emerging Markets ETF worth $2.21M as of Q1 2026.
TFO Wealth Partners bought 3,137 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $226K.
iShares Core MSCI Emerging Markets ETF made up 0.3% of TFO Wealth Partners's portfolio in Q1 2026, its #29 holding.
TFO Wealth Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
TFO Wealth Partners's iShares Core MSCI Emerging Markets ETF position peaked at $4.36M in Q1 2022.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.