PRINCIPAL SECURITIES, INC. EEMS — ISHARES INC

Ownership history in PRINCIPAL SECURITIES, INC.  ·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported ISHARES INC (EEMS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows EEMS 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.

What this EEMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'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
2025 Q3

EEMS 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
2023 Q4 to 2025 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.

EEMS stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held EEMS — position size vs. price
% of Fund (quarterly)    EEMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25.0% +1.0% ❌ 63 -21 -25.0% 0.00% $4K 2025-11-12 $67.31
2025 Q2 REDUCED 14.3% +4.1% ❌ 84 -14 -14.3% 0.00% $5K 2025-08-11 $63.36
2025 Q1 UNCHANGED — — — 98 — 0% 0.00% $6K 2025-04-30 $55.41
2024 Q4 REDUCED 9.3% -4.3% ✅ 98 -10 -9.3% 0.00% $6K 2025-01-30 $55.31
2024 Q3 ADDED — — — 108 +16 +17.4% 0.00% $7K 2024-10-28 $58.22
2024 Q2 UNCHANGED — — — 92 — 0% 0.00% $6K 2024-07-31 $58.16
2024 Q1 ADDED — — — 92 +34 +58.6% 0.00% $5K 2024-05-10 $56.56
2023 Q4 INITIATED — — — 58 — — 0.00% $3K 2024-02-07 $54.63

🏢 Other funds also holding EEMS

As of 2026 Q1 — sorted by position size

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3.36% Williams & Novak, LLC 1.06% NorthLanding Financial Partners, LLC 3Y 0.81% Powerhouse Assets LLC 0.65% Pathway Financial Advisors LLC 3Y 7Y 0.48% Cypress Point Wealth Management, LLC 3Y 0.45% Glass Jacobson Investment Advisors llc 3Y 0.22% Samalin Investment Counsel, LLC 3Y 0.16% Sowell Financial Services LLC 3Y 7Y 0.12% Trust Co of the South 0.12%

FAQ About PRINCIPAL SECURITIES, INC. and EEMS

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

How long has PRINCIPAL SECURITIES, INC. reported owning EEMS?

PRINCIPAL SECURITIES, INC. reported EEMS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EEMS position in PRINCIPAL SECURITIES, INC.'s portfolio?

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

What is the latest reported EEMS position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 63 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this EEMS ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly EEMS 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 PRINCIPAL SECURITIES, INC. time their EEMS position?

Based on 13F filing dates vs. subsequent EEMS price moves, PRINCIPAL SECURITIES, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on EEMS relative to SPY over the holding period was -7.1%.

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