EVUS — ISHARES TR

Ownership history in Keystone Financial Services  ·  1 quarter on record

This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (EVUS). 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
0.08% (2025 Q4)
Avg. % of fund
0.08%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 8,033 — — 0.08% $257K $31.91
% of Fund (quarterly)    EVUS price (monthly, adj. close)

Other funds also holding EVUS

As of 2025 Q4 — sorted by position size

Oregon Pacific Wealth Management, LLC 0.22% One Wealth Advisors, LLC 3Y 7Y 0.2% Horst & Graben Wealth Management LLC 3Y 0.19% Sharkey, Howes & Javer 3Y 7Y 0.17% WEALTHGARDEN F.S. LLC 0.16% RCS Financial Planning, LLC 3Y 0.14% THEORY FINANCIAL LLC 3Y 0.11% PARK AVENUE SECURITIES LLC 3Y 7Y 0.09% Envestnet Portfolio Solutions, Inc. 0.07% EQ LLC 3Y 0.07%
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