&PARTNERS IEMG — ISHARES INC

Ownership history in &PARTNERS  ·  9 quarters on record

AI Ownership Summary

&PARTNERS reported ISHARES INC (IEMG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows IEMG at 0.68% 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.

What this IEMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS'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
2026 Q1

IEMG was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 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 2026 Q1

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.

IEMG stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held IEMG — position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,982,986 +1,069,134 +117.0% 0.68% $138.5M 2026-05-15 $79.49
2025 Q4 ADDED — — — 913,852 +96,061 +11.7% 0.32% $61.5M 2026-02-17 $74.69
2025 Q3 ADDED — — — 817,791 +240,073 +41.6% 0.35% $53.9M 2025-11-14 $66.71
2025 Q2 ADDED — — — 577,718 +46,650 +8.8% 0.27% $34.6M 2025-08-14 $60.91
2025 Q1 REDUCED — — — 531,068 -15,274 -2.8% 0.30% $28.7M 2025-05-15 $55.64
2024 Q4 ADDED — — — 546,342 +344,943 +171.3% 0.34% $28.7M 2025-02-14 $53.35
2024 Q3 ADDED — — — 201,399 +108,946 +117.8% 0.22% $11.6M 2024-11-14 $51.10
2024 Q2 ADDED — — — 92,453 +85,720 +1273.1% 0.22% $4.9M 2024-07-24 $50.29
2024 Q1 INITIATED — — — 6,733 — — 0.05% $347K 2024-04-11 $49.10

🏢 Other funds also holding IEMG

As of 2026 Q1 — sorted by position size

University of Pittsburgh - Of the Commonwealth System of Higher Education 3Y 100.0% Chan Zuckerberg Initiative, LLC 100.0% Santa Clara Valley Transportation Authority 36.61% Jordan Park Group LLC 3Y 7Y 25.18% Myriad Asset Management Advisors LLC 23.45% Myriad Asset Management US LP 3Y 22.17% WIT, LLC 3Y 21.37% University of Massachusetts Foundation, Inc. 3Y 21.19% Inherent Management Corp. 14.73% Trustees of Dartmouth College 3Y 7Y 13.93%

FAQ About &PARTNERS and IEMG

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

How long has &PARTNERS reported owning IEMG?

&PARTNERS reported IEMG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IEMG position in &PARTNERS's portfolio?

The largest reported portfolio weight for IEMG was 0.68% in 2026 Q1.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 1,982,986 shares, equal to 0.68% of portfolio, with an estimated market value of $138.5M.

What does the chart on this IEMG ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their IEMG position?

Based on 13F filing dates vs. subsequent IEMG price moves, &PARTNERS correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on IEMG relative to SPY over the holding period was +5.0%.

← Back to &PARTNERS Holdings