IEMG β€” ISHARES INC

Ownership history in Western Financial Corp/CA  Β·  6 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported ISHARES INC (IEMG) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows IEMG at 0.09% 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 Western Financial Corp/CA'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 Q3

IEMG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Western Financial Corp/CA held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,055 -416 -12.0% 0.09% $201K 2025-10-21 $65.93
2025 Q2 REDUCED 3,471 -1,313 -27.4% 0.11% $208K 2025-07-17 $60.14
2023 Q4 REDUCED 4,784 -333 -6.5% 0.16% $242K 2024-01-25 $46.03
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Western Financial Corp/CA and IEMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Western Financial Corp/CA reported owning IEMG?

Western Financial Corp/CA reported IEMG across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IEMG position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for IEMG was 0.16% in 2023 Q4.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q3, when Western Financial Corp/CA reported 3,055 shares, equal to 0.09% of portfolio, with an estimated market value of $201K.

What does the chart on this IEMG ownership page compare?

The chart compares Western Financial Corp/CA'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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