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Orion Portfolio Solutions’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Orion Portfolio Solutions’s Portfolio EMXC Stock Details EMXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$12.5M Sell
226,930
-11,163
-5% -$626K 0.12% 146
2024
Q4 		$13.2M Buy
238,093
+19,391
+9% +$1.14M 0.13% 142
2024
Q3 		$13.4M Buy
218,702
+37,683
+21% +$2.26M 0.13% 151
2024
Q2 		$10.7M Buy
181,019
+27,563
+18% +$1.59M 0.11% 177
2024
Q1 		$8.83M Buy
153,456
+76,450
+99% +$4.25M 0.09% 217
2023
Q4 		$4.23M Buy
+77,006
New +$3.97M 0.05% 341

Other funds holding EMXC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Orion Portfolio Solutions's EMXC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.7% in Q1 2025, selling an estimated $626K and leaving 226,930 shares worth $12.5M. The position accounts for 0.12% of the portfolio, ranked #146.

Orion Portfolio Solutions first reported a position in EMXC in Q4 2023 and has held it in 6 quarters since. The position peaked at $13.4M in Q3 2024. 873 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

  • Orion Portfolio Solutions held 226,930 shares of iShares MSCI Emerging Markets ex China ETF worth $12.5M as of Q1 2025.
  • Orion Portfolio Solutions sold 11,163 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $626K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #146 holding.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's iShares MSCI Emerging Markets ex China ETF position peaked at $13.4M in Q3 2024.
  • 873 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.