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Ishares Tr hdg msci eafe shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 97k 34.71
2023-12-31 $2.9M 91k 31.51
2023-09-30 $2.3M 77k 30.10
2023-06-30 $1.4M 46k 31.00
2022-12-31 $1.3M 44k 28.54

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
United Capital Financial Advisers
Coldstream Capital Management
Jpmorgan Chase & Co
Quotient Wealth Partners
Envestnet Portfolio Solutions
Partners Capital Investment Group
Bank of New York Mellon
CWM
First Interstate Bank
Park Avenue Securities
Wells Fargo & Company
Janney Montgomery Scott
Jordan Park Group
Cambridge Investment Research Advisors

View all funds holding Ishares Tr hdg msci eafe