Ownership history in APPLETON PARTNERS INC/MA · 36 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in ISHARES INC (IEMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 266,009 | -2,653 | -1.0% | 1.18% | $17.9M | $67.22 |
| 2025 Q3 | ADDED | 268,662 | +4,948 | +1.9% | 1.19% | $17.7M | $64.79 |
| 2025 Q2 | ADDED | 263,714 | +2,462 | +0.9% | 1.12% | $15.8M | $59.01 |
| 2025 Q1 | ADDED | 261,252 | +9,797 | +3.9% | 1.09% | $14.1M | $52.41 |
| 2024 Q4 | ADDED | 251,455 | +5,464 | +2.2% | 0.97% | $13.1M | $50.71 |
| 2024 Q3 | REDUCED | 245,991 | -9,364 | -3.7% | 1.04% | $14.1M | $54.57 |
| 2024 Q2 | ADDED | 255,355 | +5,620 | +2.3% | 1.05% | $13.7M | $50.88 |
| 2024 Q1 | ADDED | 249,735 | +10,204 | +4.3% | 1.00% | $12.9M | $48.57 |
| 2023 Q4 | ADDED | 239,531 | +8,442 | +3.7% | 0.98% | $12.1M | $47.61 |
| 2023 Q3 | ADDED | 231,089 | +7,385 | +3.3% | 0.98% | $11.0M | $43.94 |
As of 2025 Q4 — sorted by position size