Gresham Partners as of March 31, 2020
Portfolio Holdings for Gresham Partners
Gresham Partners holds 7 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Inc core msci emkt (IEMG) | 40.9 | $16M | 399k | 40.47 | |
| Spdr S&p 500 Etf (SPY) | 34.7 | $14M | 53k | 257.67 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 10.2 | $4.0M | 35k | 114.46 | |
| iShares MSCI Emerging Markets Indx (EEM) | 5.9 | $2.3M | 9.0k | 257.65 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 4.3 | $1.7M | 20k | 84.02 | |
| iShares Russell 2000 Index (IWM) | 3.7 | $1.5M | 29k | 49.90 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $147k | 2.7k | 53.61 |
