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Orion Portfolio Solutions’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$34.3M Buy
636,353
+20,526
+3% +$1.1M 0.34% 45
2024
Q4 		$32.2M Buy
615,827
+76,417
+14% +$4.23M 0.32% 51
2024
Q3 		$31M Sell
539,410
-47,986
-8% -$2.6M 0.31% 56
2024
Q2 		$31.4M Buy
587,396
+57,152
+11% +$3.01M 0.33% 51
2024
Q1 		$27.4M Sell
530,244
-158,075
-23% -$7.92M 0.29% 58
2023
Q4 		$34.3M Buy
688,319
+25,871
+4% +$1.25M 0.4% 43
2023
Q3 		$31.5M Sell
662,448
-142,794
-18% -$7.07M 0.38% 46
2023
Q2 		$39.7M Buy
+805,242
New +$39.3M 0.42% 35
2023
Q1 		– Sell
-198,988
Closed -$9.29M – 1578
2022
Q4 		$9.29M Sell
198,988
-10,692
-5% -$486K 0.33% 46
2022
Q3 		$9.01M Buy
209,680
+14,572
+7% +$698K 0.36% 42
2022
Q2 		$9.57M Sell
195,108
-33,313
-15% -$1.72M 0.38% 42
2022
Q1 		$12.7M Buy
228,421
+32,119
+16% +$1.86M 0.45% 31
2021
Q4 		$11.8M Buy
196,302
+4,386
+2% +$271K 0.39% 36
2021
Q3 		$11.9M Sell
191,916
-53,686
-22% -$3.42M 0.44% 37
2021
Q2 		$16.5M Sell
245,602
-7,615
-3% -$502K 0.65% 21
2021
Q1 		$16.3M Buy
253,217
+20,197
+9% +$1.33M 0.7% 21
2020
Q4 		$14.5M Sell
233,020
-6,176
-3% -$356K 0.67% 24
2020
Q3 		$12.6M Sell
239,196
-13,907
-5% -$729K 0.66% 26
2020
Q2 		$12M Buy
253,103
+30,348
+14% +$1.35M 0.65% 28
2020
Q1 		$9.02M Buy
222,755
+21,828
+11% +$1.07M 0.62% 32
2019
Q4 		$10.8M Buy
+200,927
New +$10.4M 0.85% 28

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Orion Portfolio Solutions increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3.3% in Q1 2025, buying an estimated $1.1M and bringing the position to 636,353 shares worth $34.3M. The position accounts for 0.34% of the portfolio, ranked #45.

Orion Portfolio Solutions first reported a position in IEMG in Q4 2019 and has held it in 21 quarters since. The position peaked at $39.7M in Q2 2023. 1,844 funds tracked by Wall St. Rank hold IEMG as of Q1 2025.

  • Orion Portfolio Solutions held 636,353 shares of iShares Core MSCI Emerging Markets ETF worth $34.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 20,526 iShares Core MSCI Emerging Markets ETF shares in Q1 2025, an estimated $1.1M.
  • iShares Core MSCI Emerging Markets ETF made up 0.34% of Orion Portfolio Solutions's portfolio in Q1 2025, its #45 holding.
  • Orion Portfolio Solutions first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's iShares Core MSCI Emerging Markets ETF position peaked at $39.7M in Q2 2023.
  • 1,844 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2025.

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