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D Ishares shares owned by ValMark Advisers

Quarter-by-quarter ownership of D Ishares (EEMS) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in D Ishares

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All positions including D Ishares held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Ishares by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 73k 57.81
2023-09-30 $3.8M 70k 54.60
2023-06-30 $3.7M 70k 53.58
2023-03-31 $496k 9.9k 50.38
2022-12-31 $254k 5.3k 48.28

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding D Ishares

Jane Street
Bank of America Corporation
Johnson Financial
State of Wisconsin - Board of Commissioners of Public Lands
Checchi Capital Advisers
Creative Planning
Corrigan Financial
Harbor Advisory Corp
HighTower Advisors
Wells Fargo & Company
ValMark Advisers
Bank Of Montreal
Raymond James Financial Services Advisors
JFG Wealth Management
Omega Financial Group

View all funds holding D Ishares