EUSB — ISHARES TR

Ownership history in IMPACTfolio, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, LLC reported a position in ISHARES TR (EUSB). 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
13.95% (2022 Q2)
Avg. % of fund
10.94%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 602,200 +79,544 +15.2% 11.10% $26.4M $43.63
2025 Q3 ADDED 522,656 +43,732 +9.1% 9.90% $23.0M $43.07
2025 Q2 ADDED 478,924 +16,791 +3.6% 9.89% $20.9M $42.29
2025 Q1 ADDED 462,133 +31,836 +7.4% 10.52% $20.0M $41.67
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EUSB price (monthly, adj. close)

Other funds also holding EUSB

As of 2025 Q4 — sorted by position size

SEEDS INVESTOR LLC 3.03% Balanced Rock Investment Advisors LLC 2.23% Bond & Devick Financial Network, Inc. 3Y 1.59% Stewardship Advisors, LLC 3Y 0.84% SigFig Wealth Management, LLC 3Y 7Y 0.83% Skyline Advisors, Inc. 0.49% One Wealth Advisors, LLC 3Y 7Y 0.44% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 0.33% Sandbox Financial Partners, LLC 3Y 0.27% Shared Vision Wealth Group LLC 0.22%
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