Investment Group's Q3 2022 vs. Q4 2022: Changes and Shifts in ETF Holdings

After analyzing the Q3 2022 and Q4 2022 13F holdings of Partners Capital Investment Group, we can see significant changes and shifts in the ETF holdings of the group. Let's take a closer look at the changes and evaluate the effects of the adjustments made.

First, let's start with the biggest ETF holdings of Partners Capital Investment Group:

Vanguard Value ETF (VTV)

In Q3 2022, Partners Capital Investment Group held 2,274,653 VTV shares with a value of $280,874,000. In Q4 2022, the group increased its holdings by 2.58%, owning 2,309,407 shares with a value of $324,171,000, a solid increase of 15.4% in overall value.

iShares Core S&P 500 ETF (IVV)

Partners Capital Investment Group greatly increased its holdings in IVV in Q4 2022 by 31.1%, owning 528,152 shares with a value of $202,921,000, compared to its Q3 2022 position of 402,085 shares with a value of $144,208,000.

Vanguard S&P 500 ETF (VOO)

Partners Capital Investment Group invested more heavily in VOO in Q4 2022, owning 470,843 shares with a value of $165,425,000, compared to 181,954 shares with a value of $59,735,000 in Q3 2022.

iShares Currency Hedged MSCI EAFE ETF (HEFA)

The group made significant investments in HEFA, owning 3,374,218 shares in Q4 2022 with a value of $91,103,000, compared to 1,994,685 shares with a value of $59,621,000 in Q3 2022.

SPDR Blackstone Senior Loan ETF (SRLN)

Partners Capital Investment Group didn't have holdings in this fund in Q3 2022, but in Q4 2022, they invested heavily, owning 1,379,826 shares with a value of $56,434,000.

iShares MSCI Emerging Markets ex China ETF (EMXC)

The group increased its holdings in EMXC drastically, owning 1,095,621 shares with a value of $52,009,000 in Q4 2022, compared to 39,028 shares valued at $1,728,000 in Q3 2022, with a surge of 2909.8%, showing a strong increase in their emerging markets investments.

iShares 7-10 Year Treasury Bond ETF (IEF)

Partners Capital Investment Group decreased its holdings in IEF by 15.8%, owning 513,466 shares valued at $49,179,000 in Q4 2022, compared to 608,317 shares valued at $58,392,000 in Q3 2022.

In conclusion, Partners Capital Investment Group made considerable changes and shifts in its ETF holdings between Q3 2022 and Q4 2022. The group largely increased its investments in funds like iShares MSCI Emerging Markets ex China ETF and SPDR Blackstone Senior Loan ETF, while decreasing its holdings in iShares 7-10 Year Treasury Bond ETF and Vanguard Value ETF. These adjustments are a reflection of the group's current market strategy and provide insight into trends that may continue into the future.