IMA Advisory Services, Inc.: 13F holdings
CIK 14554952026Q2
| Positions | 1,384 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ACWI ISHARES ESG OPTIMIZED MSCI USA ETF | 524,325 | $80.9m | 5.1% |
| ISHARES ESG ADVANCED MSCI EAFE ETF | 822,257 | $69.5m | 4.3% |
| DSI ISHARES TR KLD 400 SOCIAL INDEX FD | 444,726 | $63.0m | 3.9% |
| SCHX SCHWAB STRATEGIC TR | 1,869,009 | $55.0m | 3.4% |
| VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF | 622,737 | $53.2m | 3.3% |
| ESGV VANGUARD ESG U.S. STOCK ETF | 349,458 | $46.2m | 2.9% |
| SMMD ISHARES RUSSELL 2500 ETF | 491,513 | $45.0m | 2.8% |
| VSGX VANGUARD ESG INTERNATIONAL STOCK ETF | 483,384 | $39.8m | 2.5% |
| VUG VANGUARD GROWTH ETF | 430,119 | $37.1m | 2.3% |
| DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 830,927 | $34.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1455495")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.