Commonwealth Financial Services, LLC EEM β€” ISHARES MSCI EMERGING MARKETS ETF

Ownership history in Commonwealth Financial Services, LLC  Β·  11 quarters on record

AI Ownership Summary

Commonwealth Financial Services, LLC reported ISHARES MSCI EMERGING MARKETS ETF (EEM) in 11 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.55% in 2026 Q1. The latest visible filing shows EEM at 0.55% 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 Commonwealth Financial Services, LLC's position in ISHARES MSCI EMERGING MARKETS ETF, 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

EEM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% 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
2026 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.

How Commonwealth Financial Services, LLC held EEM β€” position size vs. price
% of Fund (quarterly)    EEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 60,716 +59,534 +5036.7% 0.55% $3.4M 2026-05-07 $66.59
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Commonwealth Financial Services, LLC and EEM

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

How long has Commonwealth Financial Services, LLC reported owning EEM?

Commonwealth Financial Services, LLC reported EEM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported EEM position in Commonwealth Financial Services, LLC's portfolio?

The largest reported portfolio weight for EEM was 0.55% in 2026 Q1.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2026 Q1, when Commonwealth Financial Services, LLC reported 60,716 shares, equal to 0.55% of portfolio, with an estimated market value of $3.4M.

What does the chart on this EEM ownership page compare?

The chart compares Commonwealth Financial Services, LLC'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.

How well did Commonwealth Financial Services, LLC time their EEM position?

Based on 13F filing dates vs. subsequent EEM price moves, Commonwealth Financial Services, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on EEM relative to SPY over the holding period was -7.7%.

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