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Ishares Tr shares owned by Wade Financial Advisory

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Wade Financial Advisory from 13F filings

Historical chart of Wade Financial Advisory investment in Ishares Tr

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All positions including Ishares Tr held by Wade Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $566k 16k 35.50
2023-09-30 $537k 16k 33.86
2023-06-30 $414k 12k 35.49
2023-03-31 $362k 10k 35.05
2022-12-31 $346k 10k 34.05

More positions owned by Wade Financial Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U S Equity Factr (LRGF)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Wade Financial Advisory

Top funds holding Ishares Tr

Invera Wealth Advisors
Citadel Advisors
Adviser Investments
Walkner Condon Financial Advisors
Atlantic Private Wealth
Bailard
Lazard Asset Management
Values Added Financial
Wade Financial Advisory
Clarius
Congress Wealth Management LLC / DE /
Crestone Asset Management
Gould Asset Management
Wrapmanager
Optas

View all funds holding Ishares Tr