EEMV β€” ISHARES INC

Ownership history in ELEVATION WEALTH PARTNERS, LLC  Β·  11 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported ISHARES INC (EEMV) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. 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 ELEVATION WEALTH PARTNERS, 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
0.03% in 2023 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 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 ELEVATION WEALTH PARTNERS, LLC held EEMV β€” position size vs. price
% of Fund (quarterly)    EEMV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 544 β€” 0% 0.01% $34K 2025-10-06 $63.00
2025 Q2 ADDED 544 +6 +1.1% 0.01% $34K 2025-07-08 $62.09
2025 Q1 REDUCED 538 -530 -49.6% 0.01% $31K 2025-04-09 $54.96
2024 Q4 ADDED 1,068 +25 +2.4% 0.03% $62K 2025-01-29 $56.68
2024 Q3 UNCHANGED 1,043 β€” 0% 0.03% $65K 2024-10-04 $59.59
2024 Q2 ADDED 1,043 +6 +0.6% 0.03% $60K 2024-07-09 $55.16
2024 Q1 ADDED 1,037 +15 +1.5% 0.03% $59K 2024-04-19 $51.97
2023 Q4 UNCHANGED 1,022 β€” 0% 0.03% $55K 2024-01-17 $50.28
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EEMV

As of 2026 Q1 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 6.42% Aspen Wealth Management LLC 3Y 0.06%

FAQ About ELEVATION WEALTH PARTNERS, 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 ELEVATION WEALTH PARTNERS, LLC reported owning EEMV?

ELEVATION WEALTH PARTNERS, LLC reported EEMV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EEMV position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for EEMV was 0.03% in 2023 Q4.

What is the latest reported EEMV position on this page?

The most recent filing on this page is 2025 Q3, when ELEVATION WEALTH PARTNERS, LLC reported 544 shares, equal to 0.01% of portfolio, with an estimated market value of $34K.

What does the chart on this EEMV ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, 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.

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