IEMG — ISHARES INC

Ownership history in Wealthquest Corp  ·  26 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp 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
2.87% (2020 Q3)
Avg. % of fund
1.32%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 157,791 -87,358 -35.6% 0.80% $10.6M $67.22
2025 Q3 REDUCED 245,149 -9,964 -3.9% 1.29% $16.2M $64.79
2025 Q2 ADDED 255,113 +20,164 +8.6% 1.21% $15.3M $59.01
2024 Q4 ADDED 234,949 +5,293 +2.3% 1.00% $12.3M $50.71
22 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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