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Ishares Inc core msci emkt shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of Ishares Inc core msci emkt (IEMG) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in Ishares Inc core msci emkt

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All positions including Ishares Inc core msci emkt held by Wellesley Investment Partners 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $508k 9.6k 52.70
2020-06-30 $412k 8.7k 47.49
2020-03-31 $351k 8.7k 40.46
2019-12-31 $466k 8.7k 53.71
2019-09-30 $440k 9.0k 49.02

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Ishares Inc core msci emkt

Bank of America Corporation
Morgan Stanley
Creative Planning
Wells Fargo & Company
Tiaa Trust, National Association
Goldman Sachs Group
Wealthfront Advisers
Jpmorgan Chase & Co
BlackRock
BlackRock
Envestnet Asset Management
Us Bancorp
LPL Financial
Bridgewater Associates
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Inc core msci emkt