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Disclosery

MONEYWISE, INC.: EEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on EEM, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 127,286 EEM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,286 shares
    Change vs previous 13F +5,221 shares

    3.25% of the 13F portfolio, value $8,707,605.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,065 shares
    Change vs previous 13F +79,827 shares

    3.03% of the 13F portfolio, value $6,932,092.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,238 shares
    Change vs previous 13F -1,367 shares

    0.96% of the 13F portfolio, value $2,310,833.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,605 shares
    Change vs previous 13F -1,296 shares

    1.05% of the 13F portfolio, value $2,328,530.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,901 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,166,024.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).