Emery Howard Portfolio Management, Inc. Buys iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S, Sells iShares MSCI EAFE, Vanguard Small-Cap Value, iShares Core High Dividend

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May 06, 2020
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San Mateo, CA, based Investment company Emery Howard Portfolio Management, Inc. (Current Portfolio) buys iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S, sells iShares MSCI EAFE, Vanguard Small-Cap Value, iShares Core High Dividend, Vanguard Information Tech during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Emery Howard Portfolio Management, Inc.. As of 2020Q1, Emery Howard Portfolio Management, Inc. owns 31 stocks with a total value of $409 million. These are the details of the buys and sells.

For the details of Emery Howard Portfolio Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/emery+howard+portfolio+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Emery Howard Portfolio Management, Inc.
  1. SPDR S&P 500 (SPY) - 441,944 shares, 27.83% of the total portfolio. Shares reduced by 4.09%
  2. Vanguard FTSE Developed Markets (VEA) - 1,597,883 shares, 13.02% of the total portfolio. Shares added by 18.49%
  3. iShares Core S&P 500 (IVV) - 127,120 shares, 8.03% of the total portfolio. Shares added by 4.51%
  4. Schwab International Equity (SCHF) - 1,108,202 shares, 7.00% of the total portfolio. Shares reduced by 16.84%
  5. Vanguard Mid-Cap (VO) - 208,527 shares, 6.71% of the total portfolio. Shares reduced by 1.78%
Added: iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S (IFGL)

Emery Howard Portfolio Management, Inc. added to a holding in iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S by 56.46%. The purchase prices were between $18.34 and $30.76, with an estimated average price of $27.99. The stock is now traded at around $22.15. The impact to a portfolio due to this purchase was 0.61%. The holding were 318,660 shares as of .

Sold Out: Vanguard Small-Cap Value (VBR)

Emery Howard Portfolio Management, Inc. sold out a holding in Vanguard Small-Cap Value. The sale prices were between $75.8 and $139.04, with an estimated average price of $122.74.

Sold Out: iShares Core High Dividend (HDV)

Emery Howard Portfolio Management, Inc. sold out a holding in iShares Core High Dividend. The sale prices were between $61.09 and $96.96, with an estimated average price of $87.21.

Sold Out: Vanguard Information Tech (VGT)

Emery Howard Portfolio Management, Inc. sold out a holding in Vanguard Information Tech. The sale prices were between $185.49 and $273.21, with an estimated average price of $244.1.



Here is the complete portfolio of Emery Howard Portfolio Management, Inc.. Also check out:

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