Ownership history in Affinity Capital Advisors, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Affinity Capital Advisors, LLC reported a position in ISHARES INC (IEMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Affinity Capital Advisors, LLC underperformed the S&P 500 by β5.1% annually on this IEMG position. Timing score: 52% (12/23 decisions correct). Average cost basis: $54.72. Maximum drawdown during holding period: β33.6%.
β Significantly underperformed the S&P 500 by 5.1% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 23 add/trim decisions correct
Best entry: $34.30 (2020 Q1) Β· Worst: $67.22 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 6 trims. Bought during 5 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Affinity Capital Advisors, LLC has been actively increasing its IEMG allocation β a bullish signal from insiders.
Currently 3.55% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size