TPG Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

TPG Financial 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
2026 Q2	$666K	Sell	8,039 -2,673	-25%	-$213K	0.2%	43
2026 Q1	$747K	Sell	10,712 -2,047	-16%	-$148K	0.24%	40
2025 Q4	$858K	Buy	12,759 +49	+0.4%	+$3.29K	0.29%	39
2025 Q3	$838K	Sell	12,710 -1,637	-11%	-$102K	0.31%	37
2025 Q2	$861K	Buy	14,347 +607	+4%	+$33.9K	0.34%	36
2025 Q1	$742K	Buy	13,740 +474	+4%	+$25.5K	0.33%	35
2024 Q4	$693K	Sell	13,266 -4,497	-25%	-$249K	0.3%	38
2024 Q3	$1.02M	Buy	17,763 +990	+6%	+$53.6K	0.46%	32
2024 Q2	$898K	Buy	+16,773	New	+$884K	0.43%	33
2023 Q4	$628K	Buy	12,605 +291	+2%	+$14.1K	0.32%	36
2023 Q3	$586K	Buy	12,314 +1,372	+13%	+$67.9K	0.3%	36
2023 Q2	$539K	Buy	10,942 +3,866	+55%	+$189K	0.28%	35
2023 Q1	$345K	Sell	7,076 -963	-12%	-$47.2K	0.19%	38
2022 Q4	$375K	Buy	8,039 +1,025	+15%	+$46.6K	0.23%	36
2022 Q3	$301K	Sell	7,014 -409	-6%	-$19.6K	0.18%	37
2022 Q2	$364K	Buy	7,423 +29	+0.4%	+$1.5K	0.24%	31
2022 Q1	$411K	Buy	7,394 +853	+13%	+$49.3K	0.25%	32
2021 Q4	$392K	Sell	6,541 -4,167	-39%	-$257K	0.24%	32
2021 Q3	$661K	Buy	10,708 +104	+1%	+$6.62K	0.44%	23
2021 Q2	$710K	Buy	10,604 +17	+0.2%	+$1.12K	0.5%	21
2021 Q1	$681K	Sell	10,587 -2,630	-20%	-$173K	0.47%	23
2020 Q4	$820K	Buy	13,217 +630	+5%	+$36.3K	0.61%	20
2020 Q3	$665K	Sell	12,587 -630	-5%	-$33K	0.57%	21
2020 Q2	$629K	Buy	+13,217	New	+$590K	0.56%	22

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

TPG Financial Advisors's IEMG Position: Q2 2026 in Review

TPG Financial Advisors reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 25% in Q2 2026, selling an estimated $213K and leaving 8,039 shares worth $666K. The position accounts for 0.2% of the portfolio, ranked #43.

TPG Financial Advisors first reported a position in IEMG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

TPG Financial Advisors held 8,039 shares of iShares Core MSCI Emerging Markets ETF worth $666K as of Q2 2026.
TPG Financial Advisors sold 2,673 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $213K.
iShares Core MSCI Emerging Markets ETF made up 0.2% of TPG Financial Advisors's portfolio in Q2 2026, its #43 holding.
TPG Financial Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
TPG Financial Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $1.02M in Q3 2024.
2,402 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.