ARCADIA INVESTMENT MANAGEMENT CORP/MI EEMA — ISHARES

Ownership history in ARCADIA INVESTMENT MANAGEMENT CORP/MI  ·  36 quarters on record

AI Ownership Summary

ARCADIA INVESTMENT MANAGEMENT CORP/MI reported ISHARES (EEMA) in 36 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows EEMA at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EEMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARCADIA INVESTMENT MANAGEMENT CORP/MI's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EEMA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EEMA stock page ARCADIA INVESTMENT MANAGEMENT CORP/MI fund profile ARCADIA INVESTMENT MANAGEMENT CORP/MI full holdings
How ARCADIA INVESTMENT MANAGEMENT CORP/MI held EEMA — position size vs. price
% of Fund (quarterly)    EEMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,502 +115 +1.4% 0.14% $814K 2026-04-22 $107.71
2025 Q4 ADDED — — — 8,387 +153 +1.9% 0.13% $789K 2026-02-10 $102.90
2025 Q3 ADDED — — — 8,234 +245 +3.1% 0.12% $755K 2025-10-27 $95.32
2025 Q2 REDUCED — — — 7,989 -105 -1.3% 0.11% $659K 2025-08-08 $83.19
2025 Q1 REDUCED — — — 8,094 -300 -3.6% 0.11% $600K 2025-04-30 $72.18
2024 Q4 ADDED — — — 8,394 +5 +0.1% 0.10% $601K 2025-02-03 $70.40
2024 Q3 REDUCED 5.4% -7.0% ✅ 8,389 -480 -5.4% 0.11% $657K 2024-10-29 $74.61
2024 Q2 REDUCED — — — 8,869 -50 -0.6% 0.11% $643K 2024-08-05 $66.17
2024 Q1 REDUCED — — — 8,919 -75 -0.8% 0.11% $607K 2024-04-23 $64.91
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EEMA

As of 2026 Q2 — sorted by position size

SSA SWISS ADVISORS AG 2.15% Yoffe Investment Management, LLC 0.8% Wealth Management Partners, LLC 3Y 0.35% BFI Infinity Ltd. 0.33% Sharper & Granite LLC 3Y 0.11% HARRELL INVESTMENT PARTNERS, LLC 3Y 0.08% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.06% United Asset Strategies, Inc. 3Y 7Y 0.06% Guidance Point Advisors, LLC 3Y 7Y 0.06% Tolleson Wealth Management, Inc. 3Y 7Y 0.05%

FAQ About ARCADIA INVESTMENT MANAGEMENT CORP/MI and EEMA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARCADIA INVESTMENT MANAGEMENT CORP/MI reported owning EEMA?

ARCADIA INVESTMENT MANAGEMENT CORP/MI reported EEMA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EEMA position in ARCADIA INVESTMENT MANAGEMENT CORP/MI's portfolio?

The largest reported portfolio weight for EEMA was 0.14% in 2026 Q1.

What is the latest reported EEMA position on this page?

The most recent filing on this page is 2026 Q1, when ARCADIA INVESTMENT MANAGEMENT CORP/MI reported 8,502 shares, equal to 0.14% of portfolio, with an estimated market value of $814K.

What does the chart on this EEMA ownership page compare?

The chart compares ARCADIA INVESTMENT MANAGEMENT CORP/MI's quarterly EEMA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARCADIA INVESTMENT MANAGEMENT CORP/MI time their EEMA position?

Based on 13F filing dates vs. subsequent EEMA price moves, ARCADIA INVESTMENT MANAGEMENT CORP/MI correctly timed 17 out of 33 reported position changes (52%). The annualised alpha on EEMA relative to SPY over the holding period was -6.4%.

← Back to ARCADIA INVESTMENT MANAGEMENT CORP/MI Holdings