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Olympus Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Olympus Wealth Management’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
Q2 		$21.3M Buy
354,036
+54,302
+18% +$3.03M 7.14% 5
2025
Q1 		$16.2M Sell
299,734
-123,279
-29% -$6.64M 7.1% 4
2024
Q4 		$22.1M Sell
423,013
-2,684
-0.6% -$149K 8.04% 5
2024
Q3 		$24.4M Sell
425,697
-7,601
-2% -$411K 8.4% 5
2024
Q2 		$23.2M Buy
433,298
+145,929
+51% +$7.69M 7.25% 5
2024
Q1 		$14.8M Sell
287,369
-54,227
-16% -$2.72M 8.79% 5
2023
Q4 		$17.3M Sell
341,596
-4,919
-1% -$238K 8.87% 5
2023
Q3 		$16.5M Sell
346,515
-2,542
-0.7% -$126K 9.44% 5
2023
Q2 		$17.2M Sell
349,057
-47,156
-12% -$2.3M 9.27% 5
2023
Q1 		$19.3M Buy
396,213
+47,146
+14% +$2.31M 10.62% 5
2022
Q4 		$16.3M Sell
349,067
-80,259
-19% -$3.65M 8.18% 5
2022
Q3 		$18.5M Buy
429,326
+72,795
+20% +$3.49M 7.96% 5
2022
Q2 		$17.5M Buy
356,531
+262,183
+278% +$13.5M 9.76% 5
2022
Q1 		$5.24M Sell
94,348
-89,081
-49% -$5.15M 2.54% 10
2021
Q4 		$11M Buy
+183,429
New +$11.3M 7.62% 5

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Olympus Wealth Management's IEMG Position: Q2 2025 in Review

Olympus Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 18% in Q2 2025, buying an estimated $3.03M and bringing the position to 354,036 shares worth $21.3M. The position accounts for 7.14% of the portfolio, ranked #5.

Olympus Wealth Management first reported a position in IEMG in Q4 2021 and has held it in 15 quarters since. The position peaked at $24.4M in Q3 2024. 1,904 funds tracked by Wall St. Rank hold IEMG as of Q2 2025.

  • Olympus Wealth Management held 354,036 shares of iShares Core MSCI Emerging Markets ETF worth $21.3M as of Q2 2025.
  • Olympus Wealth Management bought 54,302 iShares Core MSCI Emerging Markets ETF shares in Q2 2025, an estimated $3.03M.
  • iShares Core MSCI Emerging Markets ETF made up 7.14% of Olympus Wealth Management's portfolio in Q2 2025, its #5 holding.
  • Olympus Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
  • Olympus Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $24.4M in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.