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Ea Series Trust shares owned by CWM

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ea Series Trust

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All positions including Ea Series Trust held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 101k 22.65
2025-06-30 $2.1M 104k 20.38
2025-03-31 $2.2M 116k 19.44
2024-12-31 $2.6M 119k 21.65
2024-09-30 $6.9M 311k 22.09
2024-06-30 $7.3M 360k 20.37

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Ea Series Trust

Colony
Buckingham Strategic Partners
Peirce Capital Management
Keb Asset Management
Squire Investment Management Company
Kaufman Rossin Wealth
Claris Advisors, Llc / Mo /
Envestnet Asset Management
Capstone Wealth Management
Brady Martz Wealth Solutions
Forum Financial Management
Gibson Capital
EverSource Wealth Advisors
Friday Financial
Benningfield Financial Advisors

View all funds holding Ea Series Trust