IEMG β€” ISHARES INC

Ownership history in Hoxton Planning & Management, LLC  Β·  12 quarters on record

AI Ownership Summary

Hoxton Planning & Management, LLC reported ISHARES INC (IEMG) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q4. The latest visible filing shows IEMG at 1.65% 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 Hoxton Planning & Management, LLC'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 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

IEMG stock page Hoxton Planning & Management, LLC fund profile Hoxton Planning & Management, LLC full holdings
How Hoxton Planning & Management, LLC held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 82,336 +12,198 +17.4% 1.65% $5.5M 2026-02-14 (Est.) $74.97
2025 Q3 ADDED 70,138 +40,737 +138.6% 1.49% $4.6M 2025-10-27 $67.62
2025 Q2 REDUCED 29,401 -8,417 -22.3% 0.59% $1.5M 2025-09-08 $62.26
2025 Q1 ADDED 37,818 +6,673 +21.4% 0.78% $2.0M 2025-05-08 $53.57
2024 Q3 REDUCED 31,145 -3,315 -9.6% 0.69% $1.8M 2024-10-08 $54.75
2024 Q2 ADDED 34,460 +16,661 +93.6% 0.86% $1.8M 2024-07-19 $50.99
2024 Q1 REDUCED 17,799 -11,343 -38.9% 0.44% $918K 2024-04-12 $48.02
2023 Q4 REDUCED 29,142 -6,674 -18.6% 0.78% $1.5M 2024-01-30 $45.82
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IEMG

As of 2026 Q1 β€” sorted by position size

Stairway Partners, LLC 3Y 7Y 11.49% WLTH Capital Management, LLC 10.2% Parkside Investments, LLC 3Y 7Y 6.93% Leverty Financial Group, LLC 3Y 6.75% Veery Capital, LLC 3Y 5.43% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 4.69% BIRCHBROOK, INC. 4.68% Emergent Wealth Advisors, LLC 4.6% Pathway Financial Advisors LLC 3Y 7Y 4.54% Box Hill Private Wealth LLC 4.41%

FAQ About Hoxton Planning & Management, LLC and IEMG

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

How long has Hoxton Planning & Management, LLC reported owning IEMG?

Hoxton Planning & Management, LLC reported IEMG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEMG position in Hoxton Planning & Management, LLC's portfolio?

The largest reported portfolio weight for IEMG was 1.65% in 2025 Q4.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when Hoxton Planning & Management, LLC reported 82,336 shares, equal to 1.65% of portfolio, with an estimated market value of $5.5M.

What does the chart on this IEMG ownership page compare?

The chart compares Hoxton Planning & Management, LLC'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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