Elm Partners Management LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 1743941
As of 2026-06-30, Elm Partners Management LLC reported 1.69M IEMG (shares), valued at $140.24M, or 5.03% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 5.48%; reported value increased 16.31%, and weight changed -0.20 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 | 5.03% | 1,692,950 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 5.23% | 1,791,143 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 4.53% | 1,484,000 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 4.97% | 1,501,164 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 5.23% | 1,499,500 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 4.88% | 1,403,275 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 8.43% | 2,363,087 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 10.08% | 2,456,470 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 8.44% | 2,051,918 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 9.03% | 2,212,047 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 7.84% | 1,706,416 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 8.52% | 1,731,943 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.52% | 1,731,943 | $82.42M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 7.84% | 1,706,416 | $86.31M | Shares decreased 1.47%; reported value increased 4.72%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 9.03% | 2,212,047 | $114.14M | Shares increased 29.63%; reported value increased 32.25%, and weight changed +1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 8.44% | 2,051,918 | $109.84M | Shares decreased 7.24%; reported value decreased 3.77%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 10.08% | 2,456,470 | $141.03M | Shares increased 19.72%; reported value increased 28.39%, and weight changed +1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 8.43% | 2,363,087 | $123.40M | Shares decreased 3.80%; reported value decreased 12.50%, and weight changed -1.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 4.88% | 1,403,275 | $75.73M | Shares decreased 40.62%; reported value decreased 38.63%, and weight changed -3.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 5.23% | 1,499,500 | $90.01M | Shares increased 6.86%; reported value increased 18.86%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 4.97% | 1,501,164 | $98.96M | Shares increased 0.11%; reported value increased 9.93%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 4.53% | 1,484,000 | $99.75M | Shares decreased 1.14%; reported value increased 0.81%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 5.23% | 1,791,143 | $120.58M | Shares increased 20.70%; reported value increased 20.88%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 5.03% | 1,692,950 | $140.24M | Shares decreased 5.48%; reported value increased 16.31%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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