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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
2024-03-31 $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

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View all positions for Values Added Financial

Top funds holding Ishares Tr

Invera Wealth Advisors
Citadel Advisors
Adviser Investments
Walkner Condon Financial Advisors
Atlantic Private Wealth
Bailard
Lazard Asset Management
Values Added Financial
Wade Financial Advisory
Clarius
Congress Wealth Management LLC / DE /
Crestone Asset Management
Gould Asset Management
Wrapmanager
Optas

View all funds holding Ishares Tr