EUFN — ISHARES TR

Ownership history in Evergreen Private Wealth LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in ISHARES TR (EUFN). 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
1.4% (2025 Q4)
Avg. % of fund
1.28%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 95,480 +6,323 +7.1% 1.40% $3.5M $37.09
2025 Q3 REDUCED 89,157 -1,785 -2.0% 1.24% $3.1M $33.85
2025 Q2 INITIATED 90,942 — — 1.21% $2.9M $31.18
% of Fund (quarterly)    EUFN price (monthly, adj. close)

Other funds also holding EUFN

As of 2025 Q4 — sorted by position size

1607 Capital Partners, LLC 3Y 7Y 9.62% Spruce Point Capital Management, LLC 8.28% Arlington Capital Management, Inc. 3Y 7Y 2.87% Westview Management dba Westview Investment Advisors 2.76% Viewpoint Capital Management LLC 3Y 2.04% Riggs Asset Managment Co. Inc. 3Y 7Y 1.96% Aspen Grove Capital, LLC 3Y 0.93% Advocate Investing Services LLC 0.86% Ameliora Wealth Management Ltd. 3Y 0.81% Waterfront Wealth Inc. 3Y 0.81%
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