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Ishares Tr shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 351 58.07
2026-03-31 $18k 382 47.84
2025-12-31 $19k 397 46.53
2025-09-30 $18k 397 45.27

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Ishares Tr

Sei Investments
Bailard
Invera Wealth Advisors
Values Added Financial
Adviser Investments
Balanced Rock Investment Advisors
Atlantic Private Wealth
Robertson Stephens Wealth Management
Walkner Condon Financial Advisors
Plum Street Advisors
Lazard Asset Management
Creative Planning
SageView Advisory Group
Royal Bank of Canada
Advisor Group Holdings

View all funds holding Ishares Tr