EMB β€” ISHARES TR

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  5 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported ISHARES TR (EMB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.8% in 2025 Q1. The latest visible filing shows EMB at 1.49% 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.

What this EMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLUNE & ASSOCIATES, LTD.'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

EMB was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2025 Q1

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

Time in book
Holding Window
2024 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 CLUNE & ASSOCIATES, LTD. held EMB β€” position size vs. price
% of Fund (quarterly)    EMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 71,539 +1,951 +2.8% 1.49% $6.9M 2026-02-14 (Est.) $97.02
2025 Q3 ADDED 69,588 +2,550 +3.8% 1.66% $6.6M 2025-10-17 $93.79
2025 Q2 ADDED 67,038 +2,268 +3.5% 1.70% $6.2M 2025-07-30 $89.80
2025 Q1 ADDED 64,770 +4,861 +8.1% 1.80% $5.9M 2025-04-28 $86.37
2024 Q4 INITIATED 59,909 β€” β€” 1.77% $5.3M 2025-02-11 $85.42

FAQ About CLUNE & ASSOCIATES, LTD. and EMB

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

How long has CLUNE & ASSOCIATES, LTD. reported owning EMB?

CLUNE & ASSOCIATES, LTD. reported EMB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EMB position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for EMB was 1.80% in 2025 Q1.

What is the latest reported EMB position on this page?

The most recent filing on this page is 2025 Q4, when CLUNE & ASSOCIATES, LTD. reported 71,539 shares, equal to 1.49% of portfolio, with an estimated market value of $6.9M.

What does the chart on this EMB ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'s quarterly EMB 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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