Ownership history in FIRST FOUNDATION ADVISORS Β· 30 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in iShares Core MSCI Emerging Mar (IEMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FIRST FOUNDATION ADVISORS underperformed the S&P 500 by β7.8% annually on this IEMG position. Timing score: 50% (14/28 decisions correct). Average cost basis: $44.65. Maximum drawdown during holding period: β33.6%.
β Significantly underperformed the S&P 500 by 7.8% ann.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 28 add/trim decisions correct
Best entry: $38.67 (2018 Q4) Β· Worst: $67.22 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 13 trims. Bought during 5 of 9 down-price quarters. π More buys than sells across the holding period.
π FIRST FOUNDATION ADVISORS has been actively increasing its IEMG allocation β a bullish signal from insiders.
Currently 1.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size