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Ishares Tr hdg msci eafe shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management 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 Venturi Wealth Management 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 Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $752k 22k 34.88
2018-03-31 $1.3M 44k 28.73
2017-12-31 $1.5M 51k 29.69
2017-09-30 $1.1M 39k 29.08
2017-06-30 $2.4M 86k 28.42
2017-03-31 $2.6M 95k 26.93
2016-12-31 $381k 15k 26.11
2015-12-31 $7.4M 290k 25.40