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Ishares Tr shares owned by GeoWealth Management

Quarter-by-quarter ownership of Ishares Tr (EVUS) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 58k 32.04
2025-09-30 $912k 29k 31.45

More positions owned by GeoWealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Envestnet Portfolio Solutions
Park Avenue Securities
Lido Advisors
Cetera Investment Advisers
Mml Investors Services
CWM
Commonwealth Equity Services
Janney Montgomery Scott
Assetmark
SageView Advisory Group
GeoWealth Management
One Wealth Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr