Summit Rock Advisors, LLC Buys iShares Core MSCI Emerging Markets, Sells iShares Core S&P U.S. Value ETF, Vanguard S&P 500, iShares 20+ Year Treasury Bond ETF

May 04, 2020

New York, NY, based Investment company Summit Rock Advisors, LLC (Current Portfolio) buys iShares Core MSCI Emerging Markets, sells iShares Core S&P U.S. Value ETF, Vanguard S&P 500, iShares 20+ Year Treasury Bond ETF, Eventbrite Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Summit Rock Advisors, LLC. As of 2020Q1, Summit Rock Advisors, LLC owns 3 stocks with a total value of $89 million. These are the details of the buys and sells.

New Purchases: IEMG,
Added Positions: ACWI,
Reduced Positions: IUSV,
Sold Out: VOO, TLT, EB,

For the details of Summit Rock Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/summit+rock+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Summit Rock Advisors, LLC

iShares MSCI ACWI Index Fund (ACWI) - 792,180 shares, 55.68% of the total portfolio. Shares added by 14.14%
iShares Core S&P U.S. Value ETF (IUSV) - 509,549 shares, 26.44% of the total portfolio. Shares reduced by 44.48%
iShares Core MSCI Emerging Markets (IEMG) - 393,289 shares, 17.88% of the total portfolio. New Position
Eventbrite Inc (EB) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%
iShares 20+ Year Treasury Bond ETF (TLT) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Summit Rock Advisors, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.29. The impact to a portfolio due to this purchase was 17.88%. The holding were 393,289 shares as of .

Sold Out: Vanguard S&P 500 (VOO)

Summit Rock Advisors, LLC sold out a holding in Vanguard S&P 500. The sale prices were between $204.27 and $310.92, with an estimated average price of $282.37.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Summit Rock Advisors, LLC sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $135.48 and $171.29, with an estimated average price of $148.44.

Sold Out: Eventbrite Inc (EB)

Summit Rock Advisors, LLC sold out a holding in Eventbrite Inc. The sale prices were between $7 and $22.4, with an estimated average price of $17.07.

Here is the complete portfolio of Summit Rock Advisors, LLC. Also check out:

1. Summit Rock Advisors, LLC's Undervalued Stocks
2. Summit Rock Advisors, LLC's Top Growth Companies, and
3. Summit Rock Advisors, LLC's High Yield stocks
4. Stocks that Summit Rock Advisors, LLC keeps buying

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