Ownership history in KWB Wealth · 21 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth 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 | ADDED | 410,391 | +404,645 | +7042.2% | 2.61% | $27.6M | $67.22 |
| 2025 Q3 | REDUCED | 5,746 | -1,921 | -25.1% | 0.04% | $345K | $64.79 |
| 2025 Q2 | ADDED | 7,667 | +14 | +0.2% | 0.05% | $414K | $59.01 |
| 2025 Q1 | ADDED | 7,653 | +265 | +3.6% | 0.05% | $400K | $52.41 |
| 2024 Q4 | REDUCED | 7,388 | -587 | -7.4% | 0.05% | $424K | $50.71 |
| 2024 Q3 | ADDED | 7,975 | +108 | +1.4% | 0.06% | $427K | $54.57 |
| 2024 Q2 | UNCHANGED | 7,867 | — | 0% | 0.06% | $406K | $50.88 |
| 2024 Q1 | ADDED | 7,867 | +447 | +6.0% | 0.05% | $406K | $48.57 |
| 2023 Q4 | REDUCED | 7,420 | -1,420 | -16.1% | 0.05% | $375K | $47.61 |
| 2023 Q3 | UNCHANGED | 8,840 | — | 0% | 0.07% | $436K | $43.94 |
As of 2025 Q4 — sorted by position size