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CIK: 0001097218
Total reported value
$2.4B
$2.4B
5 檔
37.9%
At the close of Q2 2024, Nationwide Fund Advisors disclosed equity holdings valued at approximately $2.4B, spread across 5 reported holdings.
During Q2 2024, Nationwide Fund Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 29.54% | -1.65% | -0.69% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 29.05% | — | +0.43% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 14.95% | +0.38% | -0.18% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 13.44% | +7.66% | -0.58% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 13.02% | — | -0.84% |
According to official SEC Form 13F filings, Nationwide Fund Advisors reported a total U.S. public equity portfolio value of $2.4B across 5 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEMG, IEF, IJR) accounted for 37.9% of total reported equity market value during Q2 2024.
During Q2 2024, Nationwide Fund Advisors's top holdings by market value included IEMG (29.5%)、IEF (29.1%)、IJR (14.9%). The largest single position, IEMG, represented 29.5% of total portfolio value.
In Q2 2024, Nationwide Fund Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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