William Howard & Co Financial Advisors Inc EEM ISHARES TR

Ownership history in William Howard & Co Financial Advisors Inc  ·  4 quarters on record

AI Ownership Summary

William Howard & Co Financial Advisors Inc reported ISHARES TR (EEM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.21% in 2026 Q2. The latest visible filing shows EEM at 0.21% 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 William Howard & Co Financial Advisors Inc's position in ISHARES TR, 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 Q2

EEM was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 William Howard & Co Financial Advisors Inc 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 4,003 -45 -1.1% 0.21% $274K 2026-07-09 $66.78
2026 Q1 UNCHANGED 4,048 0% 0.20% $230K 2026-04-30 $63.66
2025 Q4 REDUCED 4,048 -3 -0.1% 0.19% $221K 2026-01-21 $57.96
2025 Q3 INITIATED 4,051 0.18% $216K 2025-10-21 $53.27

FAQ About William Howard & Co Financial Advisors Inc and EEM

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

How long has William Howard & Co Financial Advisors Inc reported owning EEM?

William Howard & Co Financial Advisors Inc reported EEM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EEM position in William Howard & Co Financial Advisors Inc's portfolio?

The largest reported portfolio weight for EEM was 0.21% in 2026 Q2.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2026 Q2, when William Howard & Co Financial Advisors Inc reported 4,003 shares, equal to 0.21% of portfolio, with an estimated market value of $274K.

What does the chart on this EEM ownership page compare?

The chart compares William Howard & Co Financial Advisors Inc'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.

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