Lattice Strategies LLC EEM — ISHARES TR MSCI EMERG MKT

Ownership history in Lattice Strategies LLC  ·  14 quarters on record

AI Ownership Summary

Lattice Strategies LLC reported ISHARES TR MSCI EMERG MKT (EEM) in 14 quarterly 13F filings .

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 EEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lattice Strategies LLC's position in ISHARES TR MSCI EMERG MKT, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
14 quarters

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.

EEM stock page Lattice Strategies LLC fund profile Lattice Strategies LLC full holdings
How Lattice Strategies LLC held EEM — position size vs. price
% of Fund (quarterly)    EEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EEM

As of 2026 Q1 — sorted by position size

New York University 100.0% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 60.46% Markin Volterra Fund LP 36.09% MIO Partners, Inc. 14.49% Absolute Gestao de Investimentos Ltda. 13.37% ALLIUM FINANCIAL ADVISORS, LLC 13.33% ARP Global Capital Ltd 11.74% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 10.31% BARCLAYS PLC 3Y 7Y 9.88% VISTA FINANCE, LLC 3Y 9.04%

FAQ About Lattice Strategies LLC and EEM

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

How long has Lattice Strategies LLC reported owning EEM?

Lattice Strategies LLC reported EEM across 0 quarterly 13F filings.

What was the largest reported EEM position in Lattice Strategies LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for EEM in Lattice Strategies LLC.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2018 Q4, when Lattice Strategies LLC reported 79,020 shares, equal to 2.68% of portfolio, with an estimated market value of $3.1M.

What does the chart on this EEM ownership page compare?

The chart compares Lattice Strategies LLC's quarterly EEM 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 Lattice Strategies LLC time their EEM position?

Based on 13F filing dates vs. subsequent EEM price moves, Lattice Strategies LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on EEM relative to SPY over the holding period was -19.2%.

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