TIAA Wealth Investment Management LLC - Portfolio overview

TIAA Wealth Investment Management LLC has 563 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IEMG - ISHARES INC CORE MSCI EMERGING MKTS, 15.96%
2. MBB - ISHARES TR MBS ETF, 13.08%
3. ESGU - ISHARES TR ESG AWARE MSCI USA ETF, 8.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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