EMB — ISHARES TR

Ownership history in Beta Wealth Group, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in ISHARES TR (EMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.11% (2025 Q4)
Avg. % of fund
1.09%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,674 +427 +1.5% 1.11% $2.8M $95.47
2025 Q3 INITIATED 28,247 — — 1.06% $2.7M $92.86
% of Fund (quarterly)    EMB price (monthly, adj. close)

Other funds also holding EMB

As of 2025 Q4 — sorted by position size

Polianta Ltd 3Y 7Y 29.31% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 18.06% Nationwide Fund Advisors 3Y 7Y 8.57% PAYDEN & RYGEL 3Y 7Y 6.68% Crabel Capital Management, LLC 3Y 7Y 6.15% PEAK FINANCIAL ADVISORS LLC 3Y 5.13% Japan Science & Technology Agency 3Y 4.42% Westview Management dba Westview Investment Advisors 3.61% Pacific Life Fund Advisors LLC 3Y 3.35% Towercrest Capital Management 3Y 7Y 3.24%
← Back to Beta Wealth Group, Inc. Holdings