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Ishares Tr shares owned by Plum Street Advisors

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Plum Street Advisors from 13F filings

Historical chart of Plum Street Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Plum Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $748k 17k 45.27
2025-06-30 $702k 16k 42.88
2025-03-31 $628k 16k 38.24

More positions owned by Plum Street Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 3yrtb Etf (ISHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ultra Short Dur (ICSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Plum Street Advisors

Top funds holding Ishares Tr

Sei Investments
Bailard
Invera Wealth Advisors
Cambridge Financial Group
Values Added Financial
Adviser Investments
Balanced Rock Investment Advisors
Atlantic Private Wealth
Old Mission Capital
Walkner Condon Financial Advisors
Lazard Asset Management
SageView Advisory Group
Robertson Stephens Wealth Management
Plum Street Advisors
Advisor Group Holdings

View all funds holding Ishares Tr