Ownership history in Shared Vision Wealth Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 12,088 | -11,640 | -49.1% | 0.22% | $532K | $43.63 |
| 2025 Q3 | ADDED | 23,728 | +3,318 | +16.3% | 0.45% | $1.1M | $43.07 |
| 2025 Q2 | REDUCED | 20,410 | -7,613 | -27.2% | 0.44% | $884K | $42.29 |
| 2025 Q1 | UNCHANGED | 28,023 | — | 0% | 0.66% | $1.2M | $41.67 |
| 2024 Q4 | ADDED | 28,023 | +78 | +0.3% | 0.63% | $1.2M | $40.60 |
| 2024 Q3 | ADDED | 27,945 | +75 | +0.3% | 0.66% | $1.2M | $41.82 |
| 2024 Q2 | ADDED | 27,870 | +16,300 | +140.9% | 0.69% | $1.2M | $39.80 |
| 2024 Q1 | REDUCED | 11,570 | -2,270 | -16.4% | 0.31% | $496K | $39.70 |
| 2023 Q4 | INITIATED | 13,840 | — | — | 0.40% | $599K | — |
As of 2025 Q4 — sorted by position size