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
2026 Q2	$2M	Sell	24,092 -1,750	-7%	-$139K	0.27%	32
2026 Q1	$1.8M	Sell	25,842 -773	-3%	-$55.8K	0.26%	37
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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tolleson Wealth Management's IEMG Position: Q2 2026 in Review

Tolleson Wealth Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 6.8% in Q2 2026, selling an estimated $139K and leaving 24,092 shares worth $2M. The position accounts for 0.27% of the portfolio, ranked #32.

Tolleson Wealth Management first reported a position in IEMG in Q3 2023 and has held it in 12 quarters since. 2,416 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Tolleson Wealth Management held 24,092 shares of iShares Core MSCI Emerging Markets ETF worth $2M as of Q2 2026.
Tolleson Wealth Management sold 1,750 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $139K.
iShares Core MSCI Emerging Markets ETF made up 0.27% of Tolleson Wealth Management's portfolio in Q2 2026, its #32 holding.
Tolleson Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
2,416 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.