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Ishares Tr hdg msci eafe shares owned by BIP Wealth

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Ishares Tr hdg msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr hdg msci eafe held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr hdg msci eafe by BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $356k 11k 31.51
2023-09-30 $340k 11k 30.10
2023-06-30 $350k 11k 31.00

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Eafe Etf Uie (EFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Value Etf Uie (SPYV)
Vanguard Ftse All World Uie (VEU)
Ishares Russell 2000 Uie (IWM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ssga Ultra Short Uie (ULST)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Intl Smallcp Uie (DLS)

View all positions for BIP Wealth

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
United Capital Financial Advisers
Coldstream Capital Management
Quotient Wealth Partners
Envestnet Portfolio Solutions
Partners Capital Investment Group
Bank of New York Mellon
CWM
First Interstate Bank
Park Avenue Securities
SageView Advisory Group
Wells Fargo & Company

View all funds holding Ishares Tr hdg msci eafe