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Ishares Tr shares owned by Adviser Investments

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 54k 36.69
2024-03-31 $1.8M 50k 35.60
2023-12-31 $1.7M 49k 35.50

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Adviser Investments

Top funds holding Ishares Tr

Invera Wealth Advisors
Balanced Rock Investment Advisors
Bailard
Flow Traders US
Adviser Investments
Walkner Condon Financial Advisors
Values Added Financial
Federation des caisses Desjardins du Quebec
Atlantic Private Wealth
Old Mission Capital
Lazard Asset Management
Citadel Advisors
Pathstone Holdings
Clarius
Gould Asset Management

View all funds holding Ishares Tr