SEC 13F Intelligence

Truvvo Partners LLC / EEM

Truvvo Partners LLC’s Ishares Tr Position

Does Truvvo Partners LLC own Ishares Tr (EEM)? Not currently — the last reported position was 11.8K shares worth $472,000 in Q2 2022; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$472,000
Q2 2022
Shares
11.8K
% of Portfolio
+7.88%
Quarters Held
5
position exited

Position History EEM

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $448,000Q2 ’19Q3 ’19: $189,000Q3 ’19Q1 ’20: $870,000Q1 ’20Q2 ’22: $472,000Q2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202211.8K$472,000+7.88%
Q1 202025.5K$870,000+0.80%
Q3 20194.6K$189,000+0.11%
Q2 201910.4K$448,000+0.25%
Q1 20192.31M$5M+3.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truvvo Partners LLC’s full portfolio or all institutional holders of EEM.