Corient Private Wealth’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Corient Private Wealth’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	$88.8M	Sell	1,072,301 -931,154	-46%	-$74.2M	0.12%	161
2026 Q1	$136M	Buy	2,003,455 +2,058	+0.1%	+$149K	0.19%	108
2025 Q4	$135M	Buy	2,001,397 +126,811	+7%	+$8.51M	0.18%	115
2025 Q3	$124M	Buy	1,874,586 +114,617	+7%	+$7.15M	0.19%	112
2025 Q2	$104M	Sell	1,759,969 -2,246,537	-56%	-$125M	0.14%	146
2025 Q1	$216M	Buy	4,006,506 +1,897,486	+90%	+$102M	0.35%	60
2024 Q4	$110M	Sell	2,109,020 -1,245,995	-37%	-$69M	0.18%	120
2024 Q3	$188M	Buy	3,355,015 +209,074	+7%	+$11.3M	0.29%	72
2024 Q2	$168M	Sell	3,145,941 -684,348	-18%	-$36.1M	0.29%	71
2024 Q1	$198M	Sell	3,830,289 -57,060	-1%	-$2.86M	0.35%	58
2023 Q4	$197M	Buy	3,887,349 +37,600	+1%	+$1.82M	0.36%	58
2023 Q3	$183M	Buy	3,849,749 +45,843	+1%	+$2.27M	0.42%	49
2023 Q2	$187M	Buy	3,803,906 +65,291	+2%	+$3.19M	0.43%	50
2023 Q1	$182M	Buy	3,738,615 +406,351	+12%	+$19.9M	0.49%	45
2022 Q4	$154M	Buy	+3,332,264	New	+$152M	0.56%	41

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

Corient Private Wealth's IEMG Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 46% in Q2 2026, selling an estimated $74.2M and leaving 1,072,301 shares worth $88.8M. The position accounts for 0.12% of the portfolio, ranked #161.

Corient Private Wealth first reported a position in IEMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $216M in Q1 2025. 2,411 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Corient Private Wealth held 1,072,301 shares of iShares Core MSCI Emerging Markets ETF worth $88.8M as of Q2 2026.
Corient Private Wealth sold 931,154 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $74.2M.
iShares Core MSCI Emerging Markets ETF made up 0.12% of Corient Private Wealth's portfolio in Q2 2026, its #161 holding.
Corient Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $216M in Q1 2025.
2,411 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.