Trustees of Dartmouth College IEMG — ISHARES INC

Ownership history in Trustees of Dartmouth College  ·  5 quarters on record

AI Ownership Summary

Trustees of Dartmouth College reported ISHARES INC (IEMG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 13.93% in 2026 Q1. The latest visible filing shows IEMG at 7.07% 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 Trustees of Dartmouth College'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 Q2

IEMG was reported at 7.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.93% 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
2025 Q2 to 2026 Q2

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 Trustees of Dartmouth College fund profile Trustees of Dartmouth College full holdings
How Trustees of Dartmouth College 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 43.2% -1.5% ✅ 285,466 -216,986 -43.2% 7.07% $23.6M 2026-08-13 $81.29
2026 Q1 REDUCED 32.5% +18.1% ❌ 502,452 -242,026 -32.5% 13.93% $35.0M 2026-05-14 $81.63
2025 Q4 ADDED — — — 744,478 +326,778 +78.2% 12.72% $50.0M 2026-01-14 $70.25
2025 Q3 UNCHANGED — — — 417,700 — 0% 7.07% $27.5M 2025-10-21 $65.40
2025 Q2 INITIATED — — — 417,700 — — 7.03% $25.1M 2025-07-23 $60.49

🏢 Other funds also holding IEMG

As of 2026 Q3 — sorted by position size

Stairway Partners, LLC 3Y 7Y 9.81% Leverty Financial Group, LLC 3Y 6.98% Nipun Capital, L.P. 5.77% Veery Capital, LLC 3Y 5.67% Valeo Financial Advisors, LLC 3Y 7Y 5.25% Frisco Financial Planning LLC 5.18% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 4.82% CAMELOT TECHNOLOGY ADVISORS, INC. 4.73% Emergent Wealth Advisors, LLC 4.3% Pathway Financial Advisors LLC 3Y 7Y 4.01%

FAQ About Trustees of Dartmouth College and IEMG

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

How long has Trustees of Dartmouth College reported owning IEMG?

Trustees of Dartmouth College reported IEMG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IEMG position in Trustees of Dartmouth College's portfolio?

The largest reported portfolio weight for IEMG was 13.93% in 2026 Q1.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2026 Q2, when Trustees of Dartmouth College reported 285,466 shares, equal to 7.07% of portfolio, with an estimated market value of $23.6M.

What does the chart on this IEMG ownership page compare?

The chart compares Trustees of Dartmouth College'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 Trustees of Dartmouth College time their IEMG position?

Based on 13F filing dates vs. subsequent IEMG price moves, Trustees of Dartmouth College correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IEMG relative to SPY over the holding period was +23264.7%.

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