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Caliber Wealth Management, Llc / Ks »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Ishares Core Msci Eafe Etf core msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Core Msci Eafe Etf core msci eafe held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Caliber Wealth Management, Llc / Ks

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$17M	191k	87.31
2025-06-30	$15M	179k	83.48

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 Core Msci Eafe Etf core msci eafe

Morgan Stanley

Jones Financial Companies, L.L

Wells Fargo & Company

Tiaa Trust, National Association

Envestnet Asset Management

LPL Financial

Raymond James Financial

Us Bancorp

Northwestern Mutual Wealth Management Company

Bank of New York Mellon

View all funds holding Ishares Core Msci Eafe Etf core msci eafe

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