Ownership history in LWMG, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which LWMG, LLC 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 β sourced directly from SEC EDGAR 13F filings.
π LWMG, LLC underperformed the S&P 500 by β11.1% annually on this IEMG position. Timing score: 67% (4/6 decisions correct). Average cost basis: $48.21. Maximum drawdown during holding period: β3.4%.
β Significantly underperformed the S&P 500 by 11.1% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $44.60 (2023 Q1) Β· Worst: $54.57 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π LWMG, LLC has been actively increasing its IEMG allocation β a bullish signal from insiders.
Currently 1.26% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size