SEC 13F Intelligence

Appleton Partners Inc/Ma / IEMG

Appleton Partners Inc/Ma’s Ishares Inc Position

Does Appleton Partners Inc/Ma own Ishares Inc (IEMG)? Yes267.0K shares worth $19M (+1.30% of its 13F portfolio) as of Q1 2026, up from 266.0K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
267.0K
% of Portfolio
+1.30%
Quarters Held
30
currently held

Position History IEMG

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $6MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $14MQ4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026267.0K$19M+1.30%
Q4 2025266.0K$18M+1.18%
Q3 2025268.7K$18M+1.19%
Q2 2025263.7K$16M+1.12%
Q1 2025261.3K$14M+1.09%
Q4 2024251.5K$13M+0.97%
Q3 2024246.0K$14M+1.04%
Q2 2024255.4K$14M+1.05%
Q1 2024249.7K$13M+1.00%
Q4 2023239.5K$12M+0.98%
Q3 2023231.1K$11M+0.98%
Q2 2023223.7K$11M+0.93%
Q1 2023207.0K$10M+0.90%
Q4 2022201.1K$9M+0.89%
Q3 2022195.1K$8M+0.84%
Q2 2022179.8K$9M+0.83%
Q1 2022172.8K$10M+0.78%
Q4 2021161.3K$10M+0.73%
Q3 2021148.1K$9M+0.76%
Q2 2021120.2K$8M+0.69%
Q1 202191.3K$6M+0.55%
Q4 202039.8K$2M+0.24%
Q3 202038.7K$2M+0.23%
Q2 202039.7K$2M+0.23%
Q1 202049.3K$2M+0.28%
Q4 201952.2K$3M+0.31%
Q3 201952.8K$3M+0.31%
Q2 201953.5K$3M+0.34%
Q1 201954.9K$3M+0.38%
Q4 201855.6K$3M+0.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of IEMG.