EMB Ishares Jpm USB Emerg Mkts

Ownership history in Sharkey, Howes & Javer  ·  18 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported Ishares Jpm USB Emerg Mkts (EMB) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.87% in 2025 Q4. The latest visible filing shows EMB at 0.87% 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 EMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer's position in Ishares Jpm USB Emerg Mkts, 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 Q4

EMB was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% 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
2023 Q3 to 2025 Q4

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.

How Sharkey, Howes & Javer held EMB — position size vs. price
% of Fund (quarterly)    EMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 70,833 +6,494 +10.1% 0.87% $6.8M 2026-02-14 (Est.) $97.02
2025 Q3 ADDED 64,339 +8,272 +14.8% 0.79% $6.1M 2025-10-10 $92.70
2025 Q2 ADDED 56,067 +6,736 +13.7% 0.70% $5.2M 2025-07-10 $89.21
2025 Q1 ADDED 49,331 +17,133 +53.2% 0.64% $4.5M 2025-04-30 $85.87
2024 Q4 ADDED 32,198 +380 +1.2% 0.40% $2.9M 2025-02-05 $86.19
2024 Q3 ADDED 31,818 +1,319 +4.3% 0.42% $3.0M 2024-10-21 $84.71
2024 Q2 ADDED 30,499 +4,890 +19.1% 0.44% $2.7M 2024-07-17 $82.31
2024 Q1 ADDED 25,609 +2,501 +10.8% 0.38% $2.3M 2024-04-18 $78.85
2023 Q4 ADDED 23,108 +1,524 +7.1% 0.36% $2.1M 2024-01-19 $78.05
2023 Q3 ADDED 21,584 +592 +2.8% 0.34% $1.8M 2023-10-31 $71.53
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharkey, Howes & Javer and EMB

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

How long has Sharkey, Howes & Javer reported owning EMB?

Sharkey, Howes & Javer reported EMB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EMB position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for EMB was 0.87% in 2025 Q4.

What is the latest reported EMB position on this page?

The most recent filing on this page is 2025 Q4, when Sharkey, Howes & Javer reported 70,833 shares, equal to 0.87% of portfolio, with an estimated market value of $6.8M.

What does the chart on this EMB ownership page compare?

The chart compares Sharkey, Howes & Javer's quarterly EMB 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.

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