HYEM VANECK ETF TRUST

Ownership history in Etesian Wealth Advisors, Inc.  ·  10 quarters on record

AI Ownership Summary

Etesian Wealth Advisors, Inc. reported VANECK ETF TRUST (HYEM) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.76% in 2023 Q4. The latest visible filing shows HYEM at 0.23% 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 HYEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Etesian Wealth Advisors, Inc.'s position in VANECK ETF TRUST, 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

HYEM was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% 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 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 Etesian Wealth Advisors, Inc. held HYEM — position size vs. price
% of Fund (quarterly)    HYEM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 36,377 -7,554 -17.2% 0.23% $724K 2026-02-14 (Est.) $20.08
2025 Q3 REDUCED 43,931 -4,568 -9.4% 0.29% $881K 2025-10-23 $19.39
2025 Q2 REDUCED 48,499 -4,484 -8.5% 0.36% $961K 2025-07-24 $19.00
2025 Q1 REDUCED 52,983 -13,884 -20.8% 0.45% $1.0M 2025-04-24 $18.24
2024 Q4 REDUCED 66,867 -31,394 -31.9% 0.58% $1.3M 2025-01-27 $18.31
2024 Q3 REDUCED 98,261 -45,440 -31.6% 0.88% $2.0M 2024-10-18 $17.99
2024 Q2 REDUCED 143,701 -15,602 -9.8% 1.55% $2.8M 2024-07-25 $17.32
2024 Q1 ADDED 159,303 +1,532 +1.0% 1.74% $3.0M 2024-04-15 $16.46
2023 Q4 ADDED 157,771 +61,098 +63.2% 1.76% $2.9M 2024-01-12 $16.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Etesian Wealth Advisors, Inc. and HYEM

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

How long has Etesian Wealth Advisors, Inc. reported owning HYEM?

Etesian Wealth Advisors, Inc. reported HYEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HYEM position in Etesian Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for HYEM was 1.76% in 2023 Q4.

What is the latest reported HYEM position on this page?

The most recent filing on this page is 2025 Q4, when Etesian Wealth Advisors, Inc. reported 36,377 shares, equal to 0.23% of portfolio, with an estimated market value of $724K.

What does the chart on this HYEM ownership page compare?

The chart compares Etesian Wealth Advisors, Inc.'s quarterly HYEM 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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