Park Square Financial Group, LLC EEM — ISHS MSCI EMG MKT ETF

Ownership history in Park Square Financial Group, LLC  ·  6 quarters on record

AI Ownership Summary

Park Square Financial Group, LLC reported ISHS MSCI EMG MKT ETF (EEM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.33% in 2025 Q4. The latest visible filing shows EEM at 1.27% 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.

What this EEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Park Square Financial Group, LLC's position in ISHS MSCI EMG MKT 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 Q1

EEM was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Park Square Financial Group, LLC fund profile Park Square Financial Group, LLC full holdings
How Park Square Financial Group, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,934 -2,419 -45.2% 1.27% $167K 2026-05-13 $67.21
2025 Q4 ADDED — — — 5,353 +5,321 +16628.1% 1.33% $224K 2026-02-05 $58.53
2025 Q3 REDUCED 98.6% +3.8% ❌ 32 -2,196 -98.6% 0.01% $2K 2025-11-12 $54.80
2025 Q2 REDUCED 84.6% +10.3% ❌ 2,228 -12,213 -84.6% 0.08% $107K 2025-08-12 $49.20
2025 Q1 REDUCED 27.5% +11.5% ❌ 14,441 -5,474 -27.5% 0.50% $631K 2025-05-01 $42.72
2024 Q4 INITIATED — — — 19,915 — — 0.58% $833K 2025-02-28 $42.19

🏢 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 Park Square Financial Group, 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 Park Square Financial Group, LLC reported owning EEM?

Park Square Financial Group, LLC reported EEM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EEM position in Park Square Financial Group, LLC's portfolio?

The largest reported portfolio weight for EEM was 1.33% in 2025 Q4.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2026 Q1, when Park Square Financial Group, LLC reported 2,934 shares, equal to 1.27% of portfolio, with an estimated market value of $167K.

What does the chart on this EEM ownership page compare?

The chart compares Park Square Financial Group, 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 Park Square Financial Group, LLC time their EEM position?

Based on 13F filing dates vs. subsequent EEM price moves, Park Square Financial Group, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on EEM relative to SPY over the holding period was +50.1%.

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