EEMV β€” ISHARES INC

Ownership history in Clearstead Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Clearstead Advisors, LLC reported ISHARES INC (EEMV) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows EEMV at 0.01% 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 EEMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Advisors, LLC's position in ISHARES INC, 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 Q3

EEMV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Clearstead Advisors, LLC held EEMV β€” position size vs. price
% of Fund (quarterly)    EEMV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,137 -7,556 -33.3% 0.01% $966K 2025-11-10 $64.44
2025 Q2 ADDED 22,693 +22,188 +4393.7% 0.02% $1.4M 2025-08-08 $61.98
2025 Q1 REDUCED 505 -992 -66.3% 0.00% $29K 2025-05-13 $59.61
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Clearstead Advisors, LLC and EEMV

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

How long has Clearstead Advisors, LLC reported owning EEMV?

Clearstead Advisors, LLC reported EEMV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EEMV position in Clearstead Advisors, LLC's portfolio?

The largest reported portfolio weight for EEMV was 0.02% in 2025 Q2.

What is the latest reported EEMV position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Advisors, LLC reported 15,137 shares, equal to 0.01% of portfolio, with an estimated market value of $966K.

What does the chart on this EEMV ownership page compare?

The chart compares Clearstead Advisors, LLC's quarterly EEMV 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.

← Back to Clearstead Advisors, LLC Holdings