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Ishares Tr shares owned by Xena Financial Planning

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Xena Financial Planning from 13F filings

Historical chart of Xena Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 25k 43.91

More positions owned by Xena Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for Xena Financial Planning

Top funds holding Ishares Tr

BlackRock
SigFig Wealth Management
IMPACTfolio
Envestnet Asset Management
Thrivent Financial for Lutherans
LPL Financial
Jpmorgan Chase & Co
Seeds Investor
Jones Financial Companies, L.L
Citadel Advisors
Hanson McClain Advisors
Advisory Services Network
Bond & Devick Financial Network
Jane Street
Envestnet Portfolio Solutions

View all funds holding Ishares Tr