CIK: 0001546283
Total reported value
$215.3M
Reporting period: 2023-12-31 · Number of holdings: 40
Glovista Investments LLC disclosed 40 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $215.3M and a quarterly turnover rate of 0.0%.
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Glovista Investments LLC's disclosed holdings carry a Herfindahl concentration index of 0.055 — mathematically equivalent to about 18 equally-sized positions, well below its 40 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.10), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INDA | Ishares Msci India ETF | ETF-Other | 11.39% | — | -9.37% | |
| 2 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 9.84% | — | -0.57% | |
| 3 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 6.80% | — | +52.87% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 6.51% | — | — | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.36% | — | +98.80% | |
| 6 | FLTW | Franklin Ftse Taiwan ETF | ETF-Other | 5.81% | — | -0.58% | |
| 7 | EWY | Ishares Msci South Korea ETF | ETF-Other | 4.73% | — | +74.22% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.66% | — | — | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 4.38% | — | -9.59% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.20% | — | — | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.24% | — | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.04% | — | +10.83% | |
| 13 | EWW | Ishares Msci Mexico ETF | ETF-Other | 3.02% | — | +22.99% | |
| 14 | FLKR | Franklin Ftse South Korea | ETF-Other | 2.98% | — | -0.51% | |
| 15 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 2.90% | — | -11.27% | |
| 16 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 2.85% | — | +51.55% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.55% | — | — | |
| 18 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 1.91% | — | -4.63% | |
| 19 | EAPR | Innovator Emerging Markets P | ETF-Emerging Markets | 1.62% | — | -2.47% | |
| 20 | EZA | Ishares Msci South Africa Et | ETF-Other | 1.41% | — | -39.48% | |
| 21 | THD | Ishares Msci Thailand ETF | ETF-Other | 1.33% | — | +75.51% | |
| 22 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.10% | — | +235.12% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | — | -46.33% | |
| 24 | QAT | Ishares Msci Qatar ETF | ETF-Other | 0.71% | — | -0.54% | |
| 25 | EPOL | Ishares Msci Poland ETF | ETF-Other | 0.61% | — | +49.17% | |
| 26 | KWT | Ishares Msci Kuwait ETF | ETF-Other | 0.56% | — | -0.53% | |
| 27 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.56% | — | -53.43% | |
| 28 | UAE | Ishares Msci Uae ETF | ETF-Other | 0.51% | — | -61.51% | |
| 29 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.51% | — | -49.47% | |
| 30 | TUR | Ishares Msci Turkey ETF | ETF-Other | 0.45% | — | -0.55% | |
| 31 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.40% | — | -68.28% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.38% | — | -20.68% | |
| 33 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.29% | — | -0.48% | |
| 34 | GREK | Global X Msci Greece ETF | ETF-Other | 0.28% | — | -0.54% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 36 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.26% | — | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.22% | — | -5.68% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.22% | — | — | |
| 39 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.15% | — | -67.14% | |
| 40 | CHIXUSD | Global X Msci China Financia | ETF-Emerging Markets | 0.05% | — | — |
Performance for Q3 2026
-0.3%
Performance Last 4 Quarters
+22.8%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2023-12-31 | 40 | $215.3M | 0 | |
| 2023-09-30 | 36 | $168.6M | 0 | |
| 2023-06-30 | 36 | $189.1M | 0 | |
| 2023-03-31 | 39 | $164.5M | 0 | |
| 2022-12-31 | 48 | $201.4M | 0 | |
| 2022-09-30 | 34 | $191.1M | 0 | |
| 2022-06-30 | 48 | $242.5M | 0 | |
| 2022-03-31 | 54 | $336.4M | 0 | |
| 2021-12-31 | 63 | $362.3M | 0 | |
| 2021-09-30 | 61 | $343.1M | 0 | |
| 2021-06-30 | 106 | $422.9M | 62 | |
| 2021-03-31 | 104 | $328.0M | 61 | |
| 2020-12-31 | 112 | $307.2M | 63 | |
| 2020-09-30 | 96 | $281.8M | 64 | |
| 2020-06-30 | 77 | $257.3M | 86 | |
| 2020-03-31 | 84 | $192.5M | 81 | |
| 2019-12-31 | 92 | $304.2M | 54 | |
| 2019-09-30 | 86 | $277.3M | 86 | |
| 2019-06-30 | 94 | $307.2M | 57 | |
| 2019-03-31 | 80 | $318.6M | 69 | |
| 2018-12-31 | 85 | $353.9M | 72 | |
| 2018-09-30 | 94 | $384.6M | 92 | |
| 2018-06-30 | 103 | $407.1M | 91 | |
| 2018-03-31 | 82 | $451.5M | 87 | |
| 2017-12-31 | 90 | $501.9M | 91 | |
| 2017-09-30 | 105 | $523.5M | 69 | |
| 2017-06-30 | 109 | $455.8M | 76 | |
| 2017-03-31 | 107 | $445.3M | 89 | |
| 2016-12-31 | 81 | $559.7M | 100 | |
| 2016-09-30 | 84 | $519.7M | 100 | |
| 2016-06-30 | 94 | $561.2M | 100 | |
| 2016-03-31 | 84 | $601.2M | 100 | |
| 2015-12-31 | 74 | $602.7M | 100 | |
| 2015-09-30 | 63 | $691.2M | 100 | |
| 2015-06-30 | 69 | $872.3M | 100 | |
| 2015-03-31 | 77 | $902.7M | 100 | |
| 2014-12-31 | 75 | $782.6M | 96 | |
| 2014-09-30 | 78 | $763.6M | 82 | |
| 2014-06-30 | 86 | $712.0M | 91 | |
| 2014-03-31 | 86 | $591.9M | 81 | |
| 2013-12-31 | 77 | $612.0M | 89 | |
| 2013-09-30 | 74 | $559.2M | 88 | |
| 2013-06-30 | 51 | $446.7M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-12-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-16 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-16 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-15 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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