Fourth Dimension Wealth, LLC EEM — ISHARES MSCI

Ownership history in Fourth Dimension Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Fourth Dimension Wealth, LLC reported ISHARES MSCI (EEM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.59% in 2026 Q1. The latest visible filing shows EEM at 1.59% 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 Fourth Dimension Wealth, 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

EEM was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2026 Q1

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

Time in book
Holding Window
2025 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.

EEM stock page Fourth Dimension Wealth, LLC fund profile Fourth Dimension Wealth, LLC full holdings
How Fourth Dimension Wealth, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 73,621 +4,833 +7.0% 1.59% $4.2M 2026-05-11 $67.89
2025 Q4 ADDED — — — 68,788 +597 +0.9% 1.37% $3.8M 2026-02-04 $58.80
2025 Q3 ADDED — — — 68,191 +7,995 +13.3% 1.39% $3.6M 2025-11-04 $53.86
2025 Q2 ADDED — — — 60,196 +6,304 +11.7% 1.23% $2.9M 2025-08-05 $48.15
2025 Q1 INITIATED — — — 53,892 — — 1.14% $2.4M 2025-04-23 $42.02

🏢 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% MIO Partners, Inc. 14.49% ALLIUM FINANCIAL ADVISORS, LLC 13.33% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 10.31% VISTA FINANCE, LLC 3Y 9.04% Tandem Wealth Advisors LLC 3Y 9.02% Greenfield FTC, Inc. 3Y 8.53% Connective Portfolio Management, LLC 3Y 7.69% TTP Investments, Inc. 3Y 7Y 7.62%

FAQ About Fourth Dimension Wealth, 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 Fourth Dimension Wealth, LLC reported owning EEM?

Fourth Dimension Wealth, LLC reported EEM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EEM position in Fourth Dimension Wealth, LLC's portfolio?

The largest reported portfolio weight for EEM was 1.59% in 2026 Q1.

What is the latest reported EEM position on this page?

The most recent filing on this page is 2026 Q1, when Fourth Dimension Wealth, LLC reported 73,621 shares, equal to 1.59% of portfolio, with an estimated market value of $4.2M.

What does the chart on this EEM ownership page compare?

The chart compares Fourth Dimension Wealth, 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 Fourth Dimension Wealth, LLC time their EEM position?

Based on 13F filing dates vs. subsequent EEM price moves, Fourth Dimension Wealth, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on EEM relative to SPY over the holding period was +14.9%.

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