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.
| 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 |
| 2024 Q4 | REDUCED | 98,061 | -41,567 | -29.8% | 1.07% | $5.1M | $50.71 |
| 2024 Q3 | REDUCED | 139,628 | -45,425 | -24.5% | 0.74% | $8.0M | $54.57 |
| 2024 Q2 | REDUCED | 185,053 | -72,072 | -28.0% | 0.22% | $9.9M | $50.88 |
| 2024 Q1 | ADDED | 257,125 | +99,509 | +63.1% | 0.32% | $13.3M | $48.57 |
| 2023 Q4 | ADDED | 157,616 | +7,915 | +5.3% | 3.09% | $8.0M | $47.61 |
| 2023 Q3 | ADDED | 149,701 | +642 | +0.4% | 4.17% | $7.1M | $43.94 |
As of 2025 Q4 — sorted by position size