KSA β€” ISHARES MSCI

Ownership history in Wiser Advisor Group LLC  Β·  8 quarters on record

AI Ownership Summary

Wiser Advisor Group LLC reported ISHARES MSCI (KSA) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows KSA at 0.01% 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 KSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wiser Advisor Group LLC's position in ISHARES MSCI, 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

KSA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2024 Q1 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.

How Wiser Advisor Group LLC held KSA β€” position size vs. price
% of Fund (quarterly)    KSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 213 β€” 0% 0.01% $8K 2026-04-22 $39.54
2025 Q4 ADDED 213 +2 +0.9% 0.01% $8K 2026-02-09 $39.46
2025 Q3 ADDED 211 +4 +1.9% 0.01% $9K 2025-11-14 $38.37
2025 Q1 ADDED 207 +2 +1.0% 0.01% $9K 2025-05-14 $39.05
2024 Q4 ADDED 205 +2 +1.0% 0.01% $8K 2025-02-05 $41.03
2024 Q3 REDUCED 203 -1 -0.5% 0.01% $9K 2024-11-13 $39.46
2024 Q2 ADDED 204 +4 +2.0% 0.01% $8K 2024-08-14 $39.19
2024 Q1 INITIATED 200 β€” β€” 0.01% $9K 2024-05-16 $39.77

FAQ About Wiser Advisor Group LLC and KSA

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

How long has Wiser Advisor Group LLC reported owning KSA?

Wiser Advisor Group LLC reported KSA across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported KSA position in Wiser Advisor Group LLC's portfolio?

The largest reported portfolio weight for KSA was 0.01% in 2024 Q1.

What is the latest reported KSA position on this page?

The most recent filing on this page is 2026 Q1, when Wiser Advisor Group LLC reported 213 shares, equal to 0.01% of portfolio, with an estimated market value of $8K.

What does the chart on this KSA ownership page compare?

The chart compares Wiser Advisor Group LLC's quarterly KSA 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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