Money Design Co.,Ltd.: IYR position timeline

Money Design Co.,Ltd. held 553,275 IYR shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 553,275 shares

   Change vs previous 13F +26,370 shares

   2.45% of the 13F portfolio, value $52,434,000.

   13F-HR 0001721608-25-000003 filed by Money Design Co.,Ltd.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 526,905 shares

   Change vs previous 13F +1,857 shares

   2.52% of the 13F portfolio, value $50,451,000.

   13F-HR 0001721608-25-000002 filed by Money Design Co.,Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 525,048 shares

   Change vs previous 13F +34,505 shares

   2.49% of the 13F portfolio, value $48,451,000.

   13F-HR 0001721608-25-000001 filed by Money Design Co.,Ltd.
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 490,543 shares

   Change vs previous 13F -23,054 shares

   2.49% of the 13F portfolio, value $49,972,000.

   13F-HR 0001721608-24-000004 filed by Money Design Co.,Ltd.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 513,597 shares

   Change vs previous 13F +36,637 shares

   2.43% of the 13F portfolio, value $45,063,000.

   13F-HR 0001721608-24-000003 filed by Money Design Co.,Ltd.
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 476,960 shares

   Change vs previous 13F +32,407 shares

   2.33% of the 13F portfolio, value $42,879,000.

   13F-HR 0001721608-24-000002 filed by Money Design Co.,Ltd.
   Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F 444,553 shares

   Change vs previous 13F +39 shares

   2.29% of the 13F portfolio, value $40,637,000.

   13F-HR 0001721608-24-000001 filed by Money Design Co.,Ltd.
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-09-30

   13F 444,514 shares

   Change vs previous 13F not available

   2.11% of the 13F portfolio, value $34,734,000.

   13F-HR 0001721608-23-000008 filed by Money Design Co.,Ltd.
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).