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Ishares Tr shares owned by Values Added Financial

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Ishares Tr

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All positions including Ishares Tr held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 33k 40.52
2024-06-30 $794k 22k 36.69
2024-03-31 $714k 20k 35.60
2023-12-31 $836k 24k 35.50
2023-09-30 $853k 25k 33.86
2023-06-30 $482k 14k 35.49

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

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