IEMG β€” ISHARES INC

Ownership history in APPLETON PARTNERS INC/MA  Β·  36 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported ISHARES INC (IEMG) in 36 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.19% in 2025 Q3. The latest visible filing shows IEMG at 1.18% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA'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 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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 APPLETON PARTNERS INC/MA held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 266,009 -2,653 -1.0% 1.18% $17.9M 2026-02-14 (Est.) $74.97
2025 Q3 ADDED 268,662 +4,948 +1.9% 1.19% $17.7M 2025-11-05 $66.91
2025 Q2 ADDED 263,714 +2,462 +0.9% 1.12% $15.8M 2025-07-22 $60.33
2025 Q1 ADDED 261,252 +9,797 +3.9% 1.09% $14.1M 2025-04-22 $51.20
2024 Q4 ADDED 251,455 +5,464 +2.2% 0.97% $13.1M 2025-01-28 $51.25
2024 Q3 REDUCED 245,991 -9,364 -3.7% 1.04% $14.1M 2024-10-01 $54.90
2024 Q2 ADDED 255,355 +5,620 +2.3% 1.05% $13.7M 2024-07-02 $51.13
2024 Q1 ADDED 249,735 +10,204 +4.3% 1.00% $12.9M 2024-04-01 $48.66
2023 Q4 ADDED 239,531 +8,442 +3.7% 0.98% $12.1M 2024-01-02 $47.02
2023 Q3 ADDED 231,089 +7,385 +3.3% 0.98% $11.0M 2023-10-03 $43.16
26 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About APPLETON PARTNERS INC/MA and IEMG

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

How long has APPLETON PARTNERS INC/MA reported owning IEMG?

APPLETON PARTNERS INC/MA reported IEMG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IEMG position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for IEMG was 1.19% in 2025 Q3.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when APPLETON PARTNERS INC/MA reported 266,009 shares, equal to 1.18% of portfolio, with an estimated market value of $17.9M.

What does the chart on this IEMG ownership page compare?

The chart compares APPLETON PARTNERS INC/MA'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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