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Ishares Inc core msci emkt shares owned by Uptown Financial Advisors

Quarter-by-quarter ownership of Ishares Inc core msci emkt (IEMG) shares owned by Uptown Financial Advisors from 13F filings

Historical chart of Uptown Financial Advisors investment in Ishares Inc core msci emkt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc core msci emkt held by Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc core msci emkt by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 4.6k 65.92
2025-06-30 $279k 4.6k 60.03
2025-03-31 $265k 4.9k 53.97
2024-12-31 $250k 4.8k 52.22

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding Ishares Inc core msci emkt

Morgan Stanley
Creative Planning
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
BlackRock
Wealthfront Advisers
Tiaa Trust, National Association
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
FMR
Raymond James Financial
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Inc core msci emkt