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Ishares Core Msci Eafe Etf core msci eafe shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core msci eafe held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $116M 1.6M 70.35
2023-09-30 $106M 1.7M 64.35
2023-06-30 $111M 1.6M 67.50
2023-03-31 $111M 1.7M 66.85
2022-12-31 $101M 1.6M 61.64
2022-09-30 $84M 1.6M 52.67
2022-06-30 $91M 1.6M 58.85
2022-03-31 $116M 1.7M 69.51
2021-12-31 $61M 814k 74.64
2021-09-30 $57M 760k 74.25
2021-06-30 $54M 722k 74.86
2021-03-31 $39M 536k 72.05
2020-12-31 $33M 476k 69.09
2020-09-30 $29M 477k 60.28
2020-06-30 $28M 485k 57.16
2020-03-31 $28M 562k 49.89
2019-12-31 $38M 583k 65.24
2019-09-30 $33M 545k 61.07
2019-06-30 $32M 523k 61.40
2019-03-31 $31M 511k 60.77
2018-12-31 $27M 481k 55.00
2018-09-30 $980k 15k 64.04
2018-06-30 $470k 7.4k 63.24
2018-03-31 $482k 7.3k 65.96
2017-12-31 $446k 6.7k 66.17
2017-09-30 $433k 6.7k 64.24
2017-06-30 $411k 6.7k 60.98
2017-03-31 $391k 6.7k 58.01
2016-12-31 $362k 6.7k 53.71
2016-09-30 $259k 4.7k 54.99
2016-06-30 $288k 5.6k 51.80
2016-03-31 $295k 5.6k 53.06
2015-12-31 $303k 5.6k 54.50

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
UBS Group
Bank of New York Mellon
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

View all funds holding Ishares Core Msci Eafe Etf core msci eafe