Glovista Investments LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 48 stocks valued at a total of $201.00Mil. The top holdings were FLCH(13.17%), INDA(10.53%), and MCHI(10.51%).
According to GuruFocus data, these were Glovista Investments LLC’s top five trades of the quarter.
iShares MSCI Taiwan ETF
Glovista Investments LLC reduced their investment in ARCA:EWT by 355,332 shares. The trade had a 8.1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $39.03.
On 02/15/2023, iShares MSCI Taiwan ETF traded for a price of $45.29 per share and a market cap of $4.18Bil. The stock has returned -17.32% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI Taiwan ETF has a price-earnings ratio of 10.53 and a price-book ratio of 1.91.
Franklin FTSE Taiwan ETF
The guru established a new position worth 403,074 shares in ARCA:FLTW, giving the stock a 6.56% weight in the equity portfolio. Shares traded for an average price of $31.65 during the quarter.
On 02/15/2023, Franklin FTSE Taiwan ETF traded for a price of $36.78 per share and a market cap of $55.17Mil. The stock has returned -16.14% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Franklin FTSE Taiwan ETF has a price-earnings ratio of 10.52 and a price-book ratio of 1.88.
iShares 7-10 Year Treasury Bond ETF
The guru established a new position worth 109,465 shares in NAS:IEF, giving the stock a 5.21% weight in the equity portfolio. Shares traded for an average price of $95.47 during the quarter.
On 02/15/2023, iShares 7-10 Year Treasury Bond ETF traded for a price of $96.75 per share and a market cap of $23.19Bil. The stock has returned -10.60% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares MSCI Global Min Vol Factor ETF
Glovista Investments LLC reduced their investment in BATS:ACWV by 107,015 shares. The trade had a 4.98% impact on the equity portfolio. During the quarter, the stock traded for an average price of $92.89.
On 02/15/2023, iShares MSCI Global Min Vol Factor ETF traded for a price of $95.87 per share and a market cap of $4.43Bil. The stock has returned -3.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI Global Min Vol Factor ETF has a price-earnings ratio of 15.37 and a price-book ratio of 2.04.
iShares MSCI USA Min Vol Factor ETF
The guru established a new position worth 128,790 shares in BATS:USMV, giving the stock a 4.61% weight in the equity portfolio. Shares traded for an average price of $70.90000000000001 during the quarter.
On 02/15/2023, iShares MSCI USA Min Vol Factor ETF traded for a price of $72.73 per share and a market cap of $30.18Bil. The stock has returned -0.34% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Min Vol Factor ETF has a price-earnings ratio of 22.16 and a price-book ratio of 4.01.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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