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 Q1	$136M	Sell	2,003,455 -1,858,640	-48%	-$134M	0.19%	108
2025 Q4	$259M	Buy	3,862,095 +1,987,509	+106%	+$133M	0.17%	118
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth's IEMG Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 48% in Q1 2026, selling an estimated $134M and leaving 2,003,455 shares worth $136M. The position accounts for 0.19% of the portfolio, ranked #108.

Corient Private Wealth first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $259M in Q4 2025. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Corient Private Wealth held 2,003,455 shares of iShares Core MSCI Emerging Markets ETF worth $136M as of Q1 2026.
Corient Private Wealth sold 1,858,640 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $134M.
iShares Core MSCI Emerging Markets ETF made up 0.19% of Corient Private Wealth's portfolio in Q1 2026, its #108 holding.
Corient Private Wealth first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares Core MSCI Emerging Markets ETF position peaked at $259M in Q4 2025.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.