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.
| 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 |
| 2024 Q3 | ADDED | 229,656 | +8,294 | +3.7% | 1.17% | $13.3M | $54.57 |
| 2024 Q2 | ADDED | 221,362 | +18,516 | +9.1% | 1.26% | $11.8M | $50.88 |
| 2024 Q1 | ADDED | 202,846 | +11,454 | +6.0% | 1.12% | $10.5M | $48.57 |
| 2023 Q4 | ADDED | 191,392 | +7,565 | +4.1% | 1.07% | $9.7M | $47.61 |
| 2023 Q3 | ADDED | 183,827 | +8,387 | +4.8% | 1.07% | $8.7M | $43.94 |
| 2023 Q2 | ADDED | 175,440 | +15,504 | +9.7% | 1.03% | $8.6M | $45.50 |
As of 2025 Q4 — sorted by position size