IEMG β€” ISHARES INC

Ownership history in Abound Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Abound Wealth Management reported ISHARES INC (IEMG) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 11.97% in 2024 Q3. The latest visible filing shows IEMG at 5.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IEMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEMG was reported at 5.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 322,201 +12,315 +4.0% 5.07% $21.7M 2026-02-14 (Est.) $74.97
2025 Q3 REDUCED 309,886 -4,920 -1.6% 5.11% $20.4M 2025-10-10 $63.12
2025 Q2 REDUCED 314,806 -37,617 -10.7% 5.34% $18.9M 2025-07-14 $59.14
2025 Q1 REDUCED 352,423 -317,218 -47.4% 6.35% $19.0M 2025-04-17 $50.47
2024 Q4 ADDED 669,641 +41,803 +6.7% 11.22% $35.0M 2025-01-13 $49.36
2024 Q3 ADDED 627,838 +443,027 +239.7% 11.97% $36.0M 2024-11-04 $53.17
2024 Q2 INITIATED 184,811 β€” β€” 7.40% $10.3M 2024-08-12 $50.29

FAQ About Abound Wealth Management and IEMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning IEMG?

Abound Wealth Management reported IEMG across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IEMG position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for IEMG was 11.97% in 2024 Q3.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when Abound Wealth Management reported 322,201 shares, equal to 5.07% of portfolio, with an estimated market value of $21.7M.

What does the chart on this IEMG ownership page compare?

The chart compares Abound Wealth Management's quarterly IEMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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