Heirloom Wealth Management »

Ishares Tr eafe min volat shares owned by Heirloom Wealth Management

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Heirloom Wealth Management from 13F filings

Historical chart of Heirloom Wealth Management investment in Ishares Tr eafe min volat

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr eafe min volat held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr eafe min volat by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 12k 91.37

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Republic Services (RSG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Linde SHS (LIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Asml Hldg Nv N Y Registry Shs (ASML)
Apple (AAPL)
Parker-Hannifin Corporation (PH)

View all positions for Heirloom Wealth Management

Top funds holding Ishares Tr eafe min volat

FMR
BlackRock
Wharton Business Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
LPL Financial
Advantus Capital Management
Financial Engines Advisors L.L.C
Wells Fargo & Company
Sei Investments
UBS Group
Ameriprise Financial
Raymond James Financial
Mercer Global Advisors
Cambridge Investment Research Advisors

View all funds holding Ishares Tr eafe min volat