Emery Howard Portfolio Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Emery Howard Portfolio Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$488K	Hold	3,000	–	–	0.06%	33
2021 Q3	$449K	Hold	3,000	–	–	0.07%	35
2021 Q2	$452K	Hold	3,000	–	–	0.07%	34
2021 Q1	$425K	Hold	3,000	–	–	0.07%	33
2020 Q4	$383K	Buy	+3,000	New	+$357K	0.07%	28

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Emery Howard Portfolio Management's RSP Position: Q4 2021 in Review

Emery Howard Portfolio Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2021 at 3,000 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #33.

Emery Howard Portfolio Management first reported a position in RSP in Q4 2020 and has held it in 5 quarters since. 1,147 funds tracked by Wall St. Rank hold RSP as of Q4 2021.

Emery Howard Portfolio Management held 3,000 shares of Invesco S&P 500 Equal Weight ETF worth $488K as of Q4 2021.
Emery Howard Portfolio Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2021.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #33 holding.
Emery Howard Portfolio Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 5 quarters since.
1,147 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.