IEMG β€” ISHARES INC

Ownership history in SWEENEY & MICHEL, LLC  Β·  10 quarters on record

AI Ownership Summary

SWEENEY & MICHEL, LLC reported ISHARES INC (IEMG) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.38% in 2024 Q1. The latest visible filing shows IEMG at 1.10% 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 SWEENEY & MICHEL, 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 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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 SWEENEY & MICHEL, LLC held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 49,201 -540 -1.1% 1.10% $3.7M 2026-02-14 (Est.) $74.97
2025 Q3 REDUCED 49,741 -54,207 -52.1% 1.07% $3.2M 2025-11-13 $66.61
2025 Q2 ADDED 103,948 +456 +0.4% 2.22% $6.2M 2025-07-14 $59.14
2025 Q1 ADDED 103,492 +3,731 +3.7% 2.16% $4.9M 2025-04-09 $49.56
2024 Q3 ADDED 99,761 +938 +0.9% 2.25% $5.7M 2024-10-21 $54.18
2024 Q2 REDUCED 98,823 -710 -0.7% 2.32% $5.4M 2024-07-10 $52.51
2024 Q1 ADDED 99,533 +341 +0.3% 2.38% $5.4M 2024-05-16 $51.47
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SWEENEY & MICHEL, 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 SWEENEY & MICHEL, LLC reported owning IEMG?

SWEENEY & MICHEL, LLC reported IEMG across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported IEMG position in SWEENEY & MICHEL, LLC's portfolio?

The largest reported portfolio weight for IEMG was 2.38% in 2024 Q1.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when SWEENEY & MICHEL, LLC reported 49,201 shares, equal to 1.10% of portfolio, with an estimated market value of $3.7M.

What does the chart on this IEMG ownership page compare?

The chart compares SWEENEY & MICHEL, 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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