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Orion Capital Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

Orion Capital Management’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-61
Closed -$5.74K – 500
2025
Q4 		$5.74K Buy
+61
New +$5.71K ﹤0.01% 421
2023
Q4 		– Sell
-25
Closed -$1.57K – 518
2023
Q3 		$1.57K Buy
+25
New +$1.65K ﹤0.01% 466

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Orion Capital Management's EEMA Position: Q1 2026 in Review

Orion Capital Management sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q1 2026, closing a stake of 61 shares — an estimated $5.74K sold.

Orion Capital Management first reported a position in EEMA in Q3 2023 and held it in 2 quarters. The position peaked at $5.74K in Q4 2025. 162 funds tracked by Wall St. Rank hold EEMA as of Q1 2026.

  • Orion Capital Management reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q1 2026 after selling out during the quarter.
  • Orion Capital Management sold 61 iShares MSCI Emerging Markets Asia ETF shares in Q1 2026, an estimated $5.74K.
  • Orion Capital Management first reported a position in iShares MSCI Emerging Markets Asia ETF in Q3 2023 and held it in 2 quarters.
  • Orion Capital Management's iShares MSCI Emerging Markets Asia ETF position peaked at $5.74K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.