Kaydan Wealth Management, Inc. IEMG — ISHARES INC

Ownership history in Kaydan Wealth Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported ISHARES INC (IEMG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.19% in 2025 Q3. The latest visible filing shows IEMG at 0.29% 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 Kaydan Wealth Management, Inc.'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
2026 Q1

IEMG was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.19% 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
2024 Q4 to 2026 Q1

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 Kaydan Wealth Management, Inc. fund profile Kaydan Wealth Management, Inc. full holdings
How Kaydan Wealth Management, Inc. held IEMG — position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,278 +722 +6.2% 0.29% $856K 2026-04-29 $76.97
2025 Q4 REDUCED 90.1% +3.8% ❌ 11,556 -104,655 -90.1% 0.22% $777K 2026-01-12 $70.96
2025 Q3 ADDED — — — 116,211 +106,324 +1075.4% 2.19% $7.7M 2025-10-17 $65.78
2025 Q2 ADDED — — — 9,887 +3,943 +66.3% 0.19% $594K 2025-07-11 $59.03
2025 Q1 ADDED — — — 5,944 +1,436 +31.9% 0.10% $321K 2025-04-17 $50.47
2024 Q4 INITIATED — — — 4,508 — — 0.08% $235K 2025-01-16 $50.47

🏢 Other funds also holding IEMG

As of 2026 Q1 — sorted by position size

Chan Zuckerberg Initiative, LLC 100.0% University of Pittsburgh - Of the Commonwealth System of Higher Education 3Y 100.0% Santa Clara Valley Transportation Authority 36.61% Jordan Park Group LLC 3Y 7Y 25.18% Myriad Asset Management Advisors LLC 23.45% Myriad Asset Management US LP 3Y 22.17% WIT, LLC 3Y 21.37% University of Massachusetts Foundation, Inc. 3Y 21.19% Southern Farm Bureau Life Insurance 3Y 14.86% Inherent Management Corp. 14.73%

FAQ About Kaydan Wealth Management, Inc. and IEMG

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

How long has Kaydan Wealth Management, Inc. reported owning IEMG?

Kaydan Wealth Management, Inc. reported IEMG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IEMG position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for IEMG was 2.19% in 2025 Q3.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2026 Q1, when Kaydan Wealth Management, Inc. reported 12,278 shares, equal to 0.29% of portfolio, with an estimated market value of $856K.

What does the chart on this IEMG ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'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.

How well did Kaydan Wealth Management, Inc. time their IEMG position?

Based on 13F filing dates vs. subsequent IEMG price moves, Kaydan Wealth Management, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IEMG relative to SPY over the holding period was +19.0%.

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