WealthShield Partners, LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 1729303
As of 2026-06-30, WealthShield Partners, LLC reported 112.26K IEMG (shares), valued at $9.30M, or 1.42% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 61.08%; reported value decreased 53.77%, and weight changed -0.82 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 | 1.42% | 112,264 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 2.24% | 288,440 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 2.27% | 306,816 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 2.11% | 281,619 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 1.94% | 267,453 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 1.35% | 193,779 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.22% | 165,082 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 1.78% | 228,943 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 2.09% | 256,441 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 1.78% | 212,903 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 0.81% | 97,116 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.81% | 97,116 | $4.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 1.78% | 212,903 | $10.99M | Shares increased 119.23%; reported value increased 123.65%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 2.09% | 256,441 | $13.73M | Shares increased 20.45%; reported value increased 24.96%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 1.78% | 228,943 | $13.14M | Shares decreased 10.72%; reported value decreased 4.25%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 1.22% | 165,082 | $8.62M | Shares decreased 27.89%; reported value decreased 34.41%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 1.35% | 193,779 | $10.46M | Shares increased 17.38%; reported value increased 21.32%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.94% | 267,453 | $16.06M | Shares increased 38.02%; reported value increased 53.52%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 2.11% | 281,619 | $18.56M | Shares increased 5.30%; reported value increased 15.63%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 2.27% | 306,816 | $20.62M | Shares increased 8.95%; reported value increased 11.10%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 2.24% | 288,440 | $20.12M | Shares decreased 5.99%; reported value decreased 2.45%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 1.42% | 112,264 | $9.30M | Shares decreased 61.08%; reported value decreased 53.77%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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