Lion Street Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-11,262	Closed	-$676K	–	290
2025 Q2	$676K	Buy	11,262 +6,734	+149%	+$376K	0.21%	111
2025 Q1	$244K	Buy	+4,528	New	+$244K	0.08%	230
2021 Q1	–	Sell	-7,544	Closed	-$421K	–	25
2020 Q4	$421K	Sell	7,544 -6,475	-46%	-$373K	1.03%	24
2020 Q3	$737K	Buy	14,019 +9,801	+232%	+$514K	1.5%	18
2020 Q2	$201K	Sell	4,218 -2,546	-38%	-$114K	1.41%	23
2020 Q1	$274K	Sell	6,764 -879	-12%	-$43.2K	1.49%	15
2019 Q4	$412K	Buy	+7,643	New	+$394K	1.98%	17

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Lion Street Advisors's IEMG Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2025, closing a stake of 11,262 shares — an estimated $676K sold.

Lion Street Advisors first reported a position in IEMG in Q4 2019 and held it in 7 quarters. The position peaked at $737K in Q3 2020. 1,975 funds tracked by Wall St. Rank hold IEMG as of Q3 2025.

Lion Street Advisors reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 11,262 iShares Core MSCI Emerging Markets ETF shares in Q3 2025, an estimated $676K.
Lion Street Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and held it in 7 quarters.
Lion Street Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $737K in Q3 2020.
1,975 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.