Ishares Tr hdg msci eafe shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Ishares Tr hdg msci eafe
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Quarterly reported holdings in Ishares Tr hdg msci eafe by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.1M | 37k | 29.95 |
| 2020-03-31 | $648k | 27k | 24.22 |
| 2019-12-31 | $1.1M | 37k | 29.95 |
| 2019-09-30 | $1.1M | 37k | 29.95 |
| 2019-06-30 | $1.1M | 38k | 29.81 |
| 2019-03-31 | $1.1M | 40k | 28.88 |
| 2018-12-31 | $1.0M | 40k | 25.82 |
| 2018-09-30 | $1.2M | 40k | 29.95 |
| 2018-06-30 | $1.2M | 40k | 29.62 |
| 2018-03-31 | $1.2M | 40k | 28.73 |
| 2017-12-31 | $1.2M | 40k | 29.69 |
| 2017-09-30 | $1.2M | 40k | 28.95 |
| 2017-06-30 | $1.4M | 50k | 27.52 |
| 2017-03-31 | $1.4M | 50k | 27.52 |
| 2016-12-31 | $1.3M | 51k | 26.13 |
| 2016-09-30 | $1.4M | 57k | 24.81 |
| 2016-06-30 | $1.4M | 58k | 23.99 |
| 2016-03-31 | $1.4M | 61k | 23.86 |
| 2015-12-31 | $934k | 37k | 25.41 |
| 2015-09-30 | $1.2M | 51k | 24.58 |
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