Neumann Capital Management, LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 1631930
As of 2026-03-31, Neumann Capital Management, LLC reported 230.15K IEMG (shares), valued at $16.05M, or 4.73% of its reported non-derivative portfolio. Filed 2026-04-13.
Verify history & sources →Shares increased 1.77%; reported value increased 5.60%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 4.73% | 230,152 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 4.39% | 226,151 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 4.39% | 227,602 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 4.40% | 232,915 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 4.47% | 239,623 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 3.84% | 221,474 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 4.22% | 221,197 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 4.10% | 222,933 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 4.12% | 224,134 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 4.61% | 229,693 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 4.62% | 222,652 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.62% | 222,652 | $10.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 4.61% | 229,693 | $11.62M | Shares increased 3.16%; reported value increased 9.64%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 4.12% | 224,134 | $11.57M | Shares decreased 2.42%; reported value decreased 0.45%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 4.10% | 222,933 | $11.93M | Shares decreased 0.54%; reported value increased 3.18%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 4.22% | 221,197 | $12.70M | Shares decreased 0.78%; reported value increased 6.41%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 3.84% | 221,474 | $11.57M | Shares increased 0.13%; reported value decreased 8.93%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 4.47% | 239,623 | $12.93M | Shares increased 8.19%; reported value increased 11.82%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 4.40% | 232,915 | $13.98M | Shares decreased 2.80%; reported value increased 8.11%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 4.39% | 227,602 | $15.00M | Shares decreased 2.28%; reported value increased 7.31%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 4.39% | 226,151 | $15.20M | Shares decreased 0.64%; reported value increased 1.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 4.73% | 230,152 | $16.05M | Shares increased 1.77%; reported value increased 5.60%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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