EEM ISHARES TR

Ownership history in COREPATH WEALTH PARTNERS LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in ISHARES TR (EEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.11% (2021 Q1)
Avg. % of fund
4.74%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,084 +3,596 +3.1% 4.67% $7.0M $54.71
2025 Q3 ADDED 116,488 +6,466 +5.9% 4.61% $6.3M $52.65
2025 Q2 ADDED 110,022 +2,523 +2.3% 4.52% $5.4M $47.56
2025 Q1 ADDED 107,499 +3,207 +3.1% 4.36% $4.6M $42.67
2024 Q4 ADDED 104,292 +4,260 +4.3% 4.19% $4.3M $40.83
2024 Q3 ADDED 100,032 +2,426 +2.5% 4.49% $4.6M $44.04
2024 Q2 REDUCED 97,606 -2,988 -3.0% 4.49% $4.3M $40.90
2024 Q1 REDUCED 100,594 -108,081 -51.8% 4.52% $4.1M $39.18
2023 Q4 ADDED 208,675 +3,718 +1.8% 4.59% $8.2M $38.35
2023 Q3 ADDED 204,957 +6,212 +3.1% 4.68% $7.8M $35.52
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EEM price (monthly, adj. close)
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