CUSIP 46436E742EGSADVNCDMSCI EMEMXFQ4 2025
Aggregate 13F value by quarter
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57 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sei Investments Co | 223.9K | $10.42M | +10.6K | Added |
| 2 | Bailard, Inc. | 112.4K | $5.23M | −467 | Reduced |
| 3 | Invera Wealth Advisors, LLC | 106.0K | $4.93M | −2.4K | Reduced |
| 4 | Values Added Financial LLC | 80.2K | $3.73M |
| +3.6K |
| Added |
| 5 | Rwa Wealth Partners, LLC | 59.9K | $2.79M | −2.9K | Reduced |
| 6 | Cambridge Financial Group, LLC | 46.4K | $2.11M | −39.3K | Reduced |
| 7 | Balanced Rock Investment Advisors LLC | 44.9K | $2.09M | +273 | Added |
| 8 | Atlantic Private Wealth, LLC | 33.9K | $1.58M | +3 | Added |
| 9 | Walkner Condon Financial Advisors LLC | 25.5K | $1.19M | +1.4K | Added |
| 10 | Plum Street Advisors, LLC | 24.1K | $1.12M | +7.5K | Added |
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