IEMG β€” ISHARES INC

Ownership history in RF&L WEALTH MANAGEMENT, LLC  Β·  13 quarters on record

AI Ownership Summary

RF&L WEALTH MANAGEMENT, LLC reported ISHARES INC (IEMG) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.03% in 2025 Q1. The latest visible filing shows IEMG at 1.94% 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 RF&L WEALTH 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 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2025 Q1

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.

How RF&L WEALTH MANAGEMENT, LLC held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 51,487 +135 +0.3% 1.94% $3.5M 2026-02-14 (Est.) $74.97
2025 Q3 ADDED 51,352 +1,745 +3.5% 1.99% $3.4M 2025-10-08 $66.08
2025 Q2 REDUCED 49,607 -2,875 -5.5% 1.92% $3.0M 2025-07-07 $58.73
2025 Q1 ADDED 52,482 +3,723 +7.6% 2.03% $2.8M 2025-04-21 $50.45
2024 Q4 ADDED 48,759 +2,297 +4.9% 1.80% $2.5M 2025-01-15 $50.50
2024 Q3 ADDED 46,462 +1,379 +3.1% 1.89% $2.7M 2024-10-16 $54.17
2024 Q2 ADDED 45,083 +2,125 +4.9% 1.84% $2.4M 2024-07-19 $50.99
2024 Q1 ADDED 42,958 +2,203 +5.4% 1.71% $2.2M 2024-04-30 $48.62
2023 Q4 ADDED 40,755 +1,600 +4.1% 1.71% $2.1M 2024-02-14 $47.04
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About RF&L WEALTH 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 RF&L WEALTH MANAGEMENT, LLC reported owning IEMG?

RF&L WEALTH MANAGEMENT, LLC reported IEMG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEMG position in RF&L WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IEMG was 2.03% in 2025 Q1.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when RF&L WEALTH MANAGEMENT, LLC reported 51,487 shares, equal to 1.94% of portfolio, with an estimated market value of $3.5M.

What does the chart on this IEMG ownership page compare?

The chart compares RF&L WEALTH 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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