Tolleson Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Tolleson Wealth 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
2025 Q4	$1.79M	Buy	26,615 +6,595	+33%	+$442K	0.26%	33
2025 Q3	$1.32M	Buy	20,020 +3,322	+20%	+$207K	0.2%	40
2025 Q2	$1M	Sell	16,698 -1,848	-10%	-$103K	0.17%	42
2025 Q1	$1M	Buy	18,546 +1,508	+9%	+$81.2K	0.19%	42
2024 Q4	$890K	Sell	17,038 -9,560	-36%	-$529K	0.18%	48
2024 Q3	$1.53M	Buy	26,598 +341	+1%	+$18.5K	0.29%	29
2024 Q2	$1.41M	Hold	26,257	–	–	0.28%	35
2024 Q1	$1.35M	Sell	26,257 -82	-0.3%	-$4.11K	0.27%	35
2023 Q4	$1.33M	Buy	26,339 +19,776	+301%	+$958K	0.27%	38
2023 Q3	$312K	Buy	+6,563	New	+$325K	0.08%	68

Other funds holding IEMG

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return