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Ishares Tr shares owned by KWB Wealth

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by KWB Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 6.0k 46.53
2025-12-31 $297k 6.4k 46.53

More positions owned by KWB Wealth

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPSM)
Capital Group Core Balanced SHS (CGBL)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

Top funds holding Ishares Tr

Sei Investments
Bailard
Invera Wealth Advisors
Values Added Financial
Adviser Investments
Balanced Rock Investment Advisors
Atlantic Private Wealth
Walkner Condon Financial Advisors
Plum Street Advisors
Lazard Asset Management
SageView Advisory Group
Robertson Stephens Wealth Management
Advisor Group Holdings
Gould Asset Management
Mml Investors Services

View all funds holding Ishares Tr