CUSIP 46436E742EGSADVNCDMSCI EMEMXFQ4 2025
7 filings · latest Sep 9, 2021
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sei Investments Co | 223.9K | $10.42M |
| 2 | Bailard, Inc. | 112.4K | $5.23M |
| 3 | Invera Wealth Advisors, LLC | 106.0K | $4.93M |
| 4 | Values Added Financial LLC | 80.2K | $3.73M |
| 5 | Rwa Wealth Partners, LLC | 59.9K | $2.79M |
| 6 | Cambridge Financial Group, LLC | 46.4K | $2.11M |
| 7 | Balanced Rock Investment Advisors LLC | 44.9K | $2.09M |
| 8 | Atlantic Private Wealth, LLC | 33.9K | $1.58M |
| 9 |
| 4 | Jun 9, 2021 | Blackrock Inc. | 13G/A | 26.7% | 80.0K | SEC |
| 5 | Mar 10, 2021 | Blackrock Inc. | 13G/A | 45.0% | 180.0K | SEC |
| 6 | Jan 25, 2021 | Blackrock Inc. | 13G/A | 66.7% | 200.0K | SEC |
| 7 | Nov 9, 2020 | Blackrock Inc. | 13G | 66.7% | 200.0K | SEC |
| Walkner Condon Financial Advisors LLC |
| 25.5K |
| $1.19M |
| 10 | Plum Street Advisors, LLC | 24.1K | $1.12M |