HARBOR INVESTMENT ADVISORY, LLC EEMV — ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  27 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows EEMV at 0.00% 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 HARBOR INVESTMENT ADVISORY, LLC's position in ISHARES EDGE MSCI MIN VOL 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 Q2

EEMV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

EEMV stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held EEMV — position size vs. price
% of Fund (quarterly)    EEMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 182 — 0% 0.00% $14K 2026-07-07 $73.00
2026 Q1 UNCHANGED — — — 182 — 0% 0.00% $12K 2026-04-23 $68.78
2025 Q4 UNCHANGED — — — 182 — 0% 0.00% $12K 2026-01-07 $64.71
2025 Q3 UNCHANGED — — — 182 — 0% 0.00% $12K 2025-10-27 $64.19
2025 Q2 UNCHANGED — — — 182 — 0% 0.00% $11K 2025-07-01 $61.32
2025 Q1 REDUCED 55.3% +8.9% ❌ 182 -225 -55.3% 0.00% $11K 2025-04-09 $54.48
2024 Q4 UNCHANGED — — — 407 — 0% 0.00% $24K 2025-01-16 $55.54
2024 Q3 UNCHANGED — — — 407 — 0% 0.00% $26K 2024-10-04 $59.07
2024 Q2 REDUCED — — — 407 -20 -4.7% 0.00% $23K 2024-07-19 $54.78
2024 Q1 UNCHANGED — — — 427 — 0% 0.00% $24K 2024-04-12 $52.03
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EEMV

As of 2026 Q2 — sorted by position size

ANDERSON HOAGLAND & CO 3Y 7Y 1.05% Hilltop National Bank 0.43% CX Institutional 3Y 7Y 0.25% Ballew Advisors, Inc 3Y 7Y 0.12% BURKETT FINANCIAL SERVICES, LLC 0.02% Evanson Financial, LLC 0.02% Stonebridge Financial Group, LLC 0.02% CoreCap Advisors, LLC 3Y 0.0% Retirement Wealth Solutions LLC 0.0%

FAQ About HARBOR INVESTMENT ADVISORY, 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 HARBOR INVESTMENT ADVISORY, LLC reported owning EEMV?

HARBOR INVESTMENT ADVISORY, LLC reported EEMV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EEMV position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for EEMV was 0.00% in 2024 Q1.

What is the latest reported EEMV position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 182 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this EEMV ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, 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.

How well did HARBOR INVESTMENT ADVISORY, LLC time their EEMV position?

Based on 13F filing dates vs. subsequent EEMV price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on EEMV relative to SPY over the holding period was -8.0%.

← Back to HARBOR INVESTMENT ADVISORY, LLC Holdings