IEMG — ISHARES INC

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.33% (2025 Q4)
Avg. % of fund
1.24%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,742 +16,011 +25.9% 1.33% $5.2M $67.22
2025 Q3 INITIATED 61,731 — — 1.15% $4.1M $64.79
% of Fund (quarterly)    IEMG price (monthly, adj. close)

Other funds also holding IEMG

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 35.32% Chan Zuckerberg Initiative, LLC 34.82% Jordan Park Group LLC 3Y 7Y 26.59% WIT, LLC 3Y 22.03% STRATEGIC INVESTMENT MANAGEMENT, LLC 3Y 7Y 15.14% Inherent Management Corp. 14.34% Hackensack Meridian Health, Inc. 3Y 13.39% Passaic Partners LLC 3Y 12.35% Ironwood Wealth Management, LLC. 3Y 7Y 12.32% Nationwide Fund Advisors 3Y 7Y 11.77%
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