Twele Capital Management, Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Twele Capital Management, Inc. opened 80 positions, added to 437, reduced 317 and sold out of 91.
- Q1 2025: Stock EEM; Country of operation —; Class MSCI EMG MKT ETF; Shares before 4,550.
- Q1 2024: Stock IWB; Country of operation —; Class RUS 1000 ETF; Shares before 328,172.
- Q1 2024: Stock EMB; Country of operation —; Class JPMORGAN USD EMG; Shares before 116,865.
- Q1 2024: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 41,606.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1411268), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-20); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-20); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-14); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-19); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-15); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-09); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 4,550 | 0 | -4,550 | $190,281 | $0 | -$190,281 | 2025-04-10 |
|---|
| Q1 2024 | IWB
ISHARES TR | | RUS 1000 ETF | 328,172 | 0 | -328,172 | $86,066,389 | $0 | -$86,066,389 | 2024-04-15 |
|---|
| Q1 2024 | EMB
ISHARES TR | | JPMORGAN USD EMG | 116,865 | 0 | -116,865 | $10,407,997 | $0 | -$10,407,997 | 2024-04-15 |
|---|
| Q1 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 41,606 | 0 | -41,606 | $8,350,741 | $0 | -$8,350,741 | 2024-04-15 |
|---|
| Q1 2024 | IWR
ISHARES TR | | RUS MID CAP ETF | 14,203 | 0 | -14,203 | $1,104,000 | $0 | -$1,104,000 | 2024-04-15 |
|---|
| Q1 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 5,632 | 0 | -5,632 | $226,463 | $0 | -$226,463 | 2024-04-15 |
|---|
| Q2 2016 | MARKET VECTORS ETF TR
CUSIP 57060U878 | | HG YLD MUN ETF | 15,847 | 0 | -15,847 | $497,000 | $0 | -$497,000 | 2016-07-12 |
|---|
| Q2 2016 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 2,193 | 0 | -2,193 | $204,000 | $0 | -$204,000 | 2016-07-12 |
|---|
| Q1 2016 | AGG
ISHARES TR | | CORE US AGGBD E | 308,322 | 0 | -308,322 | $33,302,000 | $0 | -$33,302,000 | 2016-04-20 |
|---|
| Q1 2016 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP B | 229,687 | 0 | -229,687 | $18,143,000 | $0 | -$18,143,000 | 2016-04-20 |
|---|
| Q1 2016 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ET | 325,057 | 0 | -325,057 | $11,936,000 | $0 | -$11,936,000 | 2016-04-20 |
|---|
| Q1 2016 | DVY
ISHARES TR | | SELECT DIVID ET | 145,943 | 0 | -145,943 | $10,968,000 | $0 | -$10,968,000 | 2016-04-20 |
|---|
| Q1 2016 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ET | 283,578 | 0 | -283,578 | $9,276,000 | $0 | -$9,276,000 | 2016-04-20 |
|---|
| Q1 2016 | IJH
ISHARES TR | | CORE S&P MCP ET | 65,613 | 0 | -65,613 | $9,141,000 | $0 | -$9,141,000 | 2016-04-20 |
|---|
| Q1 2016 | IJR
ISHARES TR | | CORE S&P SCP ET | 81,924 | 0 | -81,924 | $9,021,000 | $0 | -$9,021,000 | 2016-04-20 |
|---|
| Q1 2016 | ICF
ISHARES TR | | COHEN&STEER REI | 74,409 | 0 | -74,409 | $7,384,000 | $0 | -$7,384,000 | 2016-04-20 |
|---|
| Q1 2016 | SHY
ISHARES TR | | 1-3 YR TR BD ET | 73,716 | 0 | -73,716 | $6,219,000 | $0 | -$6,219,000 | 2016-04-20 |
|---|
| Q1 2016 | IWF
ISHARES TR | | RUS 1000 GRW ET | 57,136 | 0 | -57,136 | $5,684,000 | $0 | -$5,684,000 | 2016-04-20 |
|---|
| Q1 2016 | IWD
ISHARES TR | | RUS 1000 VAL ET | 48,148 | 0 | -48,148 | $4,712,000 | $0 | -$4,712,000 | 2016-04-20 |
|---|
| Q1 2016 | AIVL
WISDOMTREE TR | | DIV EX-FINL FD | 56,195 | 0 | -56,195 | $3,950,000 | $0 | -$3,950,000 | 2016-04-20 |
|---|
| Q1 2016 | LQD
ISHARES TR | | IBOXX INV CP ET | 14,891 | 0 | -14,891 | $1,698,000 | $0 | -$1,698,000 | 2016-04-20 |
|---|
| Q1 2016 | VCLT
VANGUARD SCOTTSDALE FDS | | LG-TERM COR BD | 20,000 | 0 | -20,000 | $1,684,000 | $0 | -$1,684,000 | 2016-04-20 |
|---|
| Q1 2016 | IEI
ISHARES TR | | 3-7 YR TR BD ET | 13,283 | 0 | -13,283 | $1,629,000 | $0 | -$1,629,000 | 2016-04-20 |
|---|
| Q1 2016 | FXI
ISHARES TR | | CHINA LG-CAP ET | 43,592 | 0 | -43,592 | $1,538,000 | $0 | -$1,538,000 | 2016-04-20 |
|---|
| Q1 2016 | IEF
ISHARES TR | | 7-10 Y TR BD ET | 9,881 | 0 | -9,881 | $1,043,000 | $0 | -$1,043,000 | 2016-04-20 |
|---|
| Q1 2016 | POWERSHARES INDIA ETF TR
CUSIP 73935L100 | | INDIA PORT | 44,731 | 0 | -44,731 | $873,000 | $0 | -$873,000 | 2016-04-20 |
|---|
| Q1 2016 | EPI
WISDOMTREE TR | | INDIA ERNGS FD | 43,800 | 0 | -43,800 | $870,000 | $0 | -$870,000 | 2016-04-20 |
|---|
| Q1 2016 | MUB
ISHARES TR | | NAT AMT FREE BD | 6,875 | 0 | -6,875 | $761,000 | $0 | -$761,000 | 2016-04-20 |
|---|
| Q1 2016 | TLT
ISHARES TR | | 20+ YR TR BD ET | 3,624 | 0 | -3,624 | $437,000 | $0 | -$437,000 | 2016-04-20 |
|---|
| Q1 2016 | EEM
ISHARES TR | | MSCI EMG MKT ET | 11,064 | 0 | -11,064 | $356,000 | $0 | -$356,000 | 2016-04-20 |
|---|
| Q1 2016 | IWN
ISHARES TR | | RUS 2000 VAL ET | 2,193 | 0 | -2,193 | $202,000 | $0 | -$202,000 | 2016-04-20 |
|---|
| Q4 2015 | AGG
ISHARES TR | | CORE US AGGBD ET | 217,723 | 0 | -217,723 | $23,858,000 | $0 | -$23,858,000 | 2016-01-14 |
|---|
| Q4 2015 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 233,085 | 0 | -233,085 | $18,579,000 | $0 | -$18,579,000 | 2016-01-14 |
|---|
| Q4 2015 | DVY
ISHARES TR | | SELECT DIVID ETF | 187,637 | 0 | -187,637 | $13,651,000 | $0 | -$13,651,000 | 2016-01-14 |
|---|
| Q4 2015 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 339,442 | 0 | -339,442 | $12,098,000 | $0 | -$12,098,000 | 2016-01-14 |
|---|
| Q4 2015 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 307,782 | 0 | -307,782 | $10,185,000 | $0 | -$10,185,000 | 2016-01-14 |
|---|
| Q4 2015 | IJH
ISHARES TR | | CORE S&P MCP ETF | 69,749 | 0 | -69,749 | $9,528,000 | $0 | -$9,528,000 | 2016-01-14 |
|---|
| Q4 2015 | IJR
ISHARES TR | | CORE S&P SCP ETF | 85,424 | 0 | -85,424 | $9,104,000 | $0 | -$9,104,000 | 2016-01-14 |
|---|
| Q4 2015 | ICF
ISHARES TR | | COHEN&STEER REIT | 75,503 | 0 | -75,503 | $6,993,000 | $0 | -$6,993,000 | 2016-01-14 |
|---|
| Q4 2015 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 61,606 | 0 | -61,606 | $5,729,000 | $0 | -$5,729,000 | 2016-01-14 |
|---|
| Q4 2015 | RYDEX ETF TRUST
CUSIP 78355W106 | | GUG S&P500 EQ WT | 71,139 | 0 | -71,139 | $5,233,000 | $0 | -$5,233,000 | 2016-01-14 |
|---|
| Q4 2015 | SHY
ISHARES TR | | 1-3 YR TR BD ETF | 54,553 | 0 | -54,553 | $4,636,000 | $0 | -$4,636,000 | 2016-01-14 |
|---|
| Q4 2015 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 48,383 | 0 | -48,383 | $4,513,000 | $0 | -$4,513,000 | 2016-01-14 |
|---|
| Q4 2015 | LQD
ISHARES TR | | IBOXX INV CP ETF | 22,570 | 0 | -22,570 | $2,620,000 | $0 | -$2,620,000 | 2016-01-14 |
|---|
| Q4 2015 | BWX
SPDR SERIES TRUST | | BRCLYS INTL ETF | 46,647 | 0 | -46,647 | $2,429,000 | $0 | -$2,429,000 | 2016-01-14 |
|---|
| Q4 2015 | SPDR SERIES TRUST
CUSIP 78464A417 | | BRC HGH YLD BD | 44,785 | 0 | -44,785 | $1,597,000 | $0 | -$1,597,000 | 2016-01-14 |
|---|
| Q4 2015 | IEI
ISHARES TR | | 3-7 YR TR BD ETF | 12,807 | 0 | -12,807 | $1,596,000 | $0 | -$1,596,000 | 2016-01-14 |
|---|
| Q4 2015 | FXI
ISHARES TR | | CHINA LG-CAP ETF | 44,925 | 0 | -44,925 | $1,593,000 | $0 | -$1,593,000 | 2016-01-14 |
|---|
| Q4 2015 | IEF
ISHARES TR | | 7-10 Y TR BD ETF | 9,881 | 0 | -9,881 | $1,066,000 | $0 | -$1,066,000 | 2016-01-14 |
|---|
| Q4 2015 | IEMG
ISHARES INC | | CORE MSCI EMKT | 23,549 | 0 | -23,549 | $939,000 | $0 | -$939,000 | 2016-01-14 |
|---|
| Q4 2015 | IGOV
ISHARES TR | | INTL TREA BD ETF | 7,600 | 0 | -7,600 | $692,000 | $0 | -$692,000 | 2016-01-14 |
|---|
| Q4 2015 | ISHG
ISHARES TR | | 3YRTB ETF | 5,700 | 0 | -5,700 | $452,000 | $0 | -$452,000 | 2016-01-14 |
|---|
| Q4 2015 | TLT
ISHARES TR | | 20+ YR TR BD ETF | 3,624 | 0 | -3,624 | $448,000 | $0 | -$448,000 | 2016-01-14 |
|---|
| Q4 2015 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 11,064 | 0 | -11,064 | $363,000 | $0 | -$363,000 | 2016-01-14 |
|---|
| Q4 2015 | SCHE
SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 12,580 | 0 | -12,580 | $254,000 | $0 | -$254,000 | 2016-01-14 |
|---|
| Q4 2015 | ISHARES TR
CUSIP 464288422 | | INTL DEVPPTY ETF | 7,214 | 0 | -7,214 | $251,000 | $0 | -$251,000 | 2016-01-14 |
|---|
| Q4 2015 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 2,393 | 0 | -2,393 | $216,000 | $0 | -$216,000 | 2016-01-14 |
|---|
| Q3 2015 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 14,984 | 0 | -14,984 | $574,000 | $0 | -$574,000 | 2015-10-19 |
|---|
| Q3 2015 | IWC
ISHARES | | MICRO-CAP ETF | 7,006 | 0 | -7,006 | $571,000 | $0 | -$571,000 | 2015-10-19 |
|---|
| Q3 2015 | ELD
WISDOMTREE TR | | EM LCL DEBT FD | 13,742 | 0 | -13,742 | $534,000 | $0 | -$534,000 | 2015-10-19 |
|---|
| Q3 2015 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 8,312 | 0 | -8,312 | $451,000 | $0 | -$451,000 | 2015-10-19 |
|---|
| Q3 2015 | VWOB
VANGUARD WHITEHALL FDS INC | | EMERG MKT BD ETF | 4,120 | 0 | -4,120 | $317,000 | $0 | -$317,000 | 2015-10-19 |
|---|
| Q2 2015 | DWX
SPDR INDEX SHS FDS | | S&P INTL ETF | 5,330 | 0 | -5,330 | $223,000 | $0 | -$223,000 | 2015-07-10 |
|---|
| Q1 2015 | IBND
SPDR SERIES TRUST | | BRCLY INTL CRP | 5,925 | 0 | -5,925 | $204,000 | $0 | -$204,000 | 2015-04-15 |
|---|
| Q4 2014 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 6,808 | 0 | -6,808 | $211,000 | $0 | -$211,000 | 2015-01-15 |
|---|
| Q3 2014 | AGG
ISHARES | | CORE TOTUSBD ETF | 207,254 | 0 | -207,254 | $22,674,000 | $0 | -$22,674,000 | 2014-10-14 |
|---|
| Q2 2014 | SCHE
SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 97,159 | 0 | -97,159 | $2,364,000 | $0 | -$2,364,000 | 2014-07-07 |
|---|
| Q2 2014 | IEMG
ISHARES INC | | CORE MSCI EMKT | 39,500 | 0 | -39,500 | $1,939,000 | $0 | -$1,939,000 | 2014-07-07 |
|---|
| Q2 2014 | EDIV
SPDR INDEX SHS FDS | | S&P EM MKT DIV | 18,500 | 0 | -18,500 | $704,000 | $0 | -$704,000 | 2014-07-07 |
|---|
| Q4 2013 | VANGUARD INDEX FDS
CUSIP 922908413 | | S&P 500 ETF SH | 32,147 | 0 | -32,147 | $2,475,000 | $0 | -$2,475,000 | 2014-01-09 |
|---|
| Q4 2013 | SPAB
SPDR SERIES TRUST | | BRCLYS AGG ETF | 39,200 | 0 | -39,200 | $2,233,000 | $0 | -$2,233,000 | 2014-01-09 |
|---|
| Q4 2013 | MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 20,800 | 0 | -20,800 | $1,362,000 | $0 | -$1,362,000 | 2014-01-09 |
|---|
| Q4 2013 | POWERSHARES ETF TRUST
CUSIP 73935X583 | | FTSE RAFI 1000 | 14,000 | 0 | -14,000 | $1,057,000 | $0 | -$1,057,000 | 2014-01-09 |
|---|
| Q4 2013 | REVENUESHARES ETF TR
CUSIP 761396100 | | LARGECAP FD | 20,000 | 0 | -20,000 | $658,000 | $0 | -$658,000 | 2014-01-09 |
|---|
| Q3 2013 | HYG
ISHARES TR | | HIGH YLD CORP | 216,445 | 0 | -216,445 | $19,671,000 | $0 | -$19,671,000 | 2013-10-17 |
|---|
| Q3 2013 | DVY
ISHARES TR | | DJ SEL DIV INX | 181,914 | 0 | -181,914 | $11,644,000 | $0 | -$11,644,000 | 2013-10-17 |
|---|
| Q3 2013 | ICF
ISHARES TR | | COHEN&ST RLTY | 75,856 | 0 | -75,856 | $6,116,000 | $0 | -$6,116,000 | 2013-10-17 |
|---|
| Q3 2013 | IWF
ISHARES TR | | RUSSELL1000GRW | 62,308 | 0 | -62,308 | $4,532,000 | $0 | -$4,532,000 | 2013-10-17 |
|---|
| Q3 2013 | EFA
ISHARES TR | | MSCI EAFE INDEX | 74,845 | 0 | -74,845 | $4,289,000 | $0 | -$4,289,000 | 2013-10-17 |
|---|
| Q3 2013 | IWC
ISHARES TR | | RSSL MCRCP IDX | 67,572 | 0 | -67,572 | $4,171,000 | $0 | -$4,171,000 | 2013-10-17 |
|---|
| Q3 2013 | IWD
ISHARES TR | | RUSSELL1000VAL | 48,383 | 0 | -48,383 | $4,054,000 | $0 | -$4,054,000 | 2013-10-17 |
|---|
| Q3 2013 | EEM
ISHARES TR | | MSCI EMERG MKT | 55,212 | 0 | -55,212 | $2,126,000 | $0 | -$2,126,000 | 2013-10-17 |
|---|
| Q3 2013 | FXI
ISHARES TR | | FTSE CHINA25 IDX | 60,718 | 0 | -60,718 | $1,975,000 | $0 | -$1,975,000 | 2013-10-17 |
|---|
| Q3 2013 | IEI
ISHARES TR | | BARCLYS 3-7 YR | 12,400 | 0 | -12,400 | $1,497,000 | $0 | -$1,497,000 | 2013-10-17 |
|---|
| Q3 2013 | SHY
ISHARES TR | | BARCLYS 1-3 YR | 17,097 | 0 | -17,097 | $1,441,000 | $0 | -$1,441,000 | 2013-10-17 |
|---|
| Q3 2013 | ISHARES TR
CUSIP 464288422 | | S&P DEV EX-US | 35,163 | 0 | -35,163 | $1,238,000 | $0 | -$1,238,000 | 2013-10-17 |
|---|
| Q3 2013 | MUB
ISHARES TR | | S&P NTL AMTFREE | 10,360 | 0 | -10,360 | $1,088,000 | $0 | -$1,088,000 | 2013-10-17 |
|---|
| Q3 2013 | LQD
ISHARES TR | | IBOXX INV CPBD | 9,434 | 0 | -9,434 | $1,072,000 | $0 | -$1,072,000 | 2013-10-17 |
|---|
| Q3 2013 | IGOV
ISHARES TR | | S&P CITINT TBD | 7,600 | 0 | -7,600 | $733,000 | $0 | -$733,000 | 2013-10-17 |
|---|
| Q3 2013 | ISHG
ISHARES TR | | S&PCITI1-3YRTB | 5,700 | 0 | -5,700 | $523,000 | $0 | -$523,000 | 2013-10-17 |
|---|
| Q3 2013 | IWN
ISHARES TR | | RUSL 2000 VALU | 2,818 | 0 | -2,818 | $242,000 | $0 | -$242,000 | 2013-10-17 |
|---|