W ADVISORS, LLC IEMG — ISHARES INC

Ownership history in W ADVISORS, LLC  ·  9 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported ISHARES INC (IEMG) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.13% in 2026 Q1. The latest visible filing shows IEMG at 1.13% 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 W ADVISORS, LLC'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 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% 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 Q2 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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 31,664 -1,042 -3.2% 1.13% $2.2M 2026-04-29 $76.36
2025 Q4 ADDED — — — 32,706 +6,924 +26.9% 1.11% $2.2M 2026-02-13 $74.37
2025 Q3 ADDED — — — 25,782 +1,239 +5.0% 0.90% $1.7M 2025-11-14 $66.18
2025 Q2 ADDED — — — 24,543 +10,559 +75.5% 0.85% $1.5M 2025-08-07 $59.96
2025 Q1 ADDED — — — 13,984 +5,601 +66.8% 0.47% $755K 2025-05-13 $54.79
2024 Q4 ADDED — — — 8,383 +3,998 +91.2% 0.27% $438K 2025-01-22 $50.99
2024 Q3 REDUCED 8.7% -6.9% ✅ 4,385 -417 -8.7% 0.16% $252K 2024-10-28 $53.30
2024 Q2 REDUCED 6.8% +7.2% ❌ 4,802 -352 -6.8% 0.17% $257K 2024-08-06 $48.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEMG

As of 2026 Q1 — sorted by position size

Chan Zuckerberg Initiative, LLC 100.0% University of Pittsburgh - Of the Commonwealth System of Higher Education 3Y 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% Southern Farm Bureau Life Insurance 3Y 14.86% Inherent Management Corp. 14.73%

FAQ About W ADVISORS, LLC and IEMG

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

How long has W ADVISORS, LLC reported owning IEMG?

W ADVISORS, LLC reported IEMG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IEMG position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IEMG was 1.13% in 2026 Q1.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 31,664 shares, equal to 1.13% of portfolio, with an estimated market value of $2.2M.

What does the chart on this IEMG ownership page compare?

The chart compares W ADVISORS, LLC'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 W ADVISORS, LLC time their IEMG position?

Based on 13F filing dates vs. subsequent IEMG price moves, W ADVISORS, LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on IEMG relative to SPY over the holding period was +8.0%.

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