Ownership history in Shared Vision Wealth Group LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC outperformed the S&P 500 by +2.6% annually on this IEMG position. Timing score: 86% (6/7 decisions correct). Average cost basis: $58.66. Maximum drawdown during holding period: β7.1%.
β
Outperformed SPY on this position by 2.6% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $50.71 (2024 Q4) Β· Worst: $67.22 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Shared Vision Wealth Group LLC has been actively increasing its IEMG allocation β a bullish signal from insiders.
Currently 2.54% 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