Caliber Wealth Management, Llc / Ks »

Ishares Tr msci eafe esg shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Ishares Tr msci eafe esg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci eafe esg held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci eafe esg by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 14k 92.98
2025-06-30 $1.2M 14k 89.22

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Equity Defined P (ZMAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Technology (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Ishares Tr msci eafe esg

Jpmorgan Chase & Co
Empower Advisory Group
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Betterment
FMR
Wells Fargo & Company
Envestnet Asset Management
Acorns Advisers
Goldman Sachs Group
Mercer Global Advisors
Putnam Fl Investment Management
UBS Group
Wealthfront Advisers

View all funds holding Ishares Tr msci eafe esg