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Ishares Tr shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (EAOA) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $342k 8.4k 40.54
2023-09-30 $47k 1.6k 29.38
2023-06-30 $49k 1.6k 30.79
2023-03-31 $41k 1.4k 29.53
2022-12-31 $39k 1.4k 27.87

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr State Street Uti (XLU)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Select Sector Spdr Tr State Street Rea (XLRE)
Select Sector Spdr Tr State Street Com (XLC)
Global X Fds Cybrscurty Etf (BUG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams Wealth Advisors

Top funds holding Ishares Tr

Cardinal Point Capital Management, ULC
Citadel Advisors
Raymond James Financial
Advisor Group Holdings
Moss Adams Wealth Advisors
Sax Wealth Advisors
Westmount Partners
Bond & Devick Financial Network
Steward Partners Investment Advisory
Parallel Advisors
CoreCap Advisors
Birchwood Financial Partners
Gould Capital
Bank Of Montreal
CGC Financial Services

View all funds holding Ishares Tr