IEMG — ISHARES INC

Ownership history in Simplicity Wealth,LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
4.89% (2023 Q1)
Avg. % of fund
2.11%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 256,526 -68,184 -21.0% 1.03% $17.2M $67.22
2025 Q3 REDUCED 324,710 -75,057 -18.8% 1.24% $21.4M $64.79
2025 Q2 ADDED 399,767 +173,094 +76.4% 1.00% $24.0M $59.01
2025 Q1 ADDED 226,673 +128,612 +131.2% 0.95% $12.2M $52.41
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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