Upper Left Wealth Management LLC lifted its stake in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 0.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 177,144 shares of the company’s stock after buying an additional 1,665 shares during the […]
Upper Left Wealth Management LLC lessened its holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 6.4% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,042 shares of the real estate investment trust’s stock after selling 827 shares during the quarter. […]
Upper Left Wealth Management LLC lifted its position in shares of iShares Asia 50 ETF (NASDAQ:AIA – Free Report) by 1.4% during the 1st quarter, HoldingsChannel reports. The fund owned 37,651 shares of the company’s stock after purchasing an additional 504 shares during the period. iShares Asia 50 ETF accounts for 2.6% of Upper Left […]
Upper Left Wealth Management LLC grew its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 8.3% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 163,530 shares of the company’s stock after purchasing an additional 12,574 shares during the period. Schwab U.S. […]
Upper Left Wealth Management LLC grew its position in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 7.2% in the first quarter, Holdings Channel reports. The institutional investor owned 8,148 shares of the company’s stock after buying an additional 545 shares during the period. Upper Left Wealth Management LLC’s holdings […]