EEM ISHARES TR

Ownership history in Aries Wealth Management  ·  32 quarters on record

AI Ownership Summary

Aries Wealth Management reported ISHARES TR (EEM) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.13% in 2025 Q4. The latest visible filing shows EEM at 2.13% 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 EEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aries Wealth Management's position in ISHARES TR, 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
2025 Q4

EEM was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Aries Wealth Management held EEM — position size vs. price
% of Fund (quarterly)    EEM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 176,230 +29,770 +20.3% 2.13% $9.6M 2026-02-14 (Est.) $61.12
2025 Q3 ADDED 146,460 +8,514 +6.2% 1.85% $7.8M 2025-11-10 $54.73
2025 Q2 ADDED 137,946 +13,187 +10.6% 1.74% $6.7M 2025-07-28 $48.49
2025 Q1 ADDED 124,759 +15,427 +14.1% 1.48% $5.5M 2025-04-17 $40.93
2024 Q4 ADDED 109,332 +10,968 +11.2% 1.26% $4.6M 2025-01-30 $42.19
2024 Q3 ADDED 98,364 +12,601 +14.7% 1.24% $4.5M 2024-10-31 $42.68
2024 Q2 ADDED 85,763 +4,767 +5.9% 1.15% $3.7M 2024-07-25 $40.26
2024 Q1 ADDED 80,996 +18,237 +29.1% 1.07% $3.3M 2024-05-03 $40.50
2023 Q4 ADDED 62,759 +11,340 +22.1% 0.90% $2.5M 2024-01-10 $37.10
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aries Wealth Management and EEM

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

How long has Aries Wealth Management reported owning EEM?

Aries Wealth Management reported EEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EEM position in Aries Wealth Management's portfolio?

The largest reported portfolio weight for EEM was 2.13% in 2025 Q4.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2025 Q4, when Aries Wealth Management reported 176,230 shares, equal to 2.13% of portfolio, with an estimated market value of $9.6M.

What does the chart on this EEM ownership page compare?

The chart compares Aries Wealth Management's quarterly EEM 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.

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