MARKET STREET WEALTH MANAGEMENT ADVISORS LLC EEMV — ISHARES INC

Ownership history in MARKET STREET WEALTH MANAGEMENT ADVISORS LLC  ·  18 quarters on record

AI Ownership Summary

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported ISHARES INC (EEMV) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.12% in 2024 Q3. The latest visible filing shows EEMV at 0.10% 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 MARKET STREET WEALTH MANAGEMENT ADVISORS 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
2026 Q3

EEMV was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 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.

EEMV stock page MARKET STREET WEALTH MANAGEMENT ADVISORS LLC fund profile MARKET STREET WEALTH MANAGEMENT ADVISORS LLC full holdings
How MARKET STREET WEALTH MANAGEMENT ADVISORS 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 Q3 REDUCED — — — 9,404 -203 -2.1% 0.10% $696K 2026-10-09 $74.07
2026 Q2 REDUCED — — — 9,607 -382 -3.8% 0.10% $723K 2026-07-20 $70.88
2026 Q1 REDUCED — — — 9,989 -60 -0.6% 0.10% $647K 2026-04-13 $67.75
2025 Q4 REDUCED — — — 10,049 -214 -2.1% 0.10% $644K 2026-01-23 $66.45
2025 Q3 UNCHANGED — — — 10,263 — 0% 0.10% $655K 2025-10-14 $62.42
2025 Q2 REDUCED 11.0% +1.4% ❌ 10,263 -1,265 -11.0% 0.11% $645K 2025-07-09 $61.39
2025 Q1 REDUCED — — — 11,528 -69 -0.6% 0.11% $673K 2025-04-18 $55.80
2024 Q4 REDUCED — — — 11,597 -34 -0.3% 0.11% $673K 2025-01-17 $55.79
2024 Q3 UNCHANGED — — — 11,631 — 0% 0.12% $729K 2024-10-16 $58.26
2024 Q2 UNCHANGED — — — 11,631 — 0% 0.11% $665K 2024-07-29 $54.71
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EEMV

As of 2026 Q3 — sorted by position size

Investment Partners Asset Management, Inc. 0.33% Cambridge Financial Group, LLC 0.28% Ballew Advisors, Inc 3Y 7Y 0.11% AVAII WEALTH MANAGEMENT, LLC 3Y 0.09% YHB Investment Advisors, Inc. 3Y 7Y 0.08% Apella Capital, LLC 3Y 0.04% BURKETT FINANCIAL SERVICES, LLC 0.02% Polaris Financial Partners 0.02% Farther Finance Advisors, LLC 3Y 0.0% Rosenberg Matthew Hamilton 3Y 0.0%

FAQ About MARKET STREET WEALTH MANAGEMENT ADVISORS 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 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported owning EEMV?

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported EEMV across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EEMV position in MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for EEMV was 0.12% in 2024 Q3.

What is the latest reported EEMV position on this page?

The most recent filing on this page is 2026 Q3, when MARKET STREET WEALTH MANAGEMENT ADVISORS LLC reported 9,404 shares, equal to 0.10% of portfolio, with an estimated market value of $696K.

What does the chart on this EEMV ownership page compare?

The chart compares MARKET STREET WEALTH MANAGEMENT ADVISORS 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 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC time their EEMV position?

Based on 13F filing dates vs. subsequent EEMV price moves, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC correctly timed 2 out of 14 reported position changes (14%). The annualised alpha on EEMV relative to SPY over the holding period was -7.2%.

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