Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SHARKEY HOWES & JAVER 04-18-2024 03-31-2024 122 610,801,058
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
J P MORGAN EXCHANGE TRADED F USD EMRNG MKT 101 $701,098 17,850 0.00 0.00 12,180 214.81 03-31-2024
ISHARES INC ESG AWR MSCI EM 102 $680,472 21,113 0.00 0.00 783 3.85 03-31-2024
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 103 $674,864 12,627 0.00 0.00 -5,546 -30.52 03-31-2024
ISHARES TR RUS MD CP GR ETF 104 $621,150 5,442 0.00 0.00 0 0.00 03-31-2024
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