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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return