Ishares Tr hdg msci eafe shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr hdg msci eafe by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $882k | 25k | 35.42 |
2024-06-30 | $21M | 592k | 35.56 |
2024-03-31 | $22M | 624k | 34.88 |
2023-12-31 | $18M | 551k | 32.22 |
2023-09-30 | $15M | 490k | 30.10 |
2023-06-30 | $12M | 374k | 31.00 |
2023-03-31 | $12M | 400k | 29.47 |
2022-12-31 | $13M | 464k | 27.00 |
2022-09-30 | $6.1M | 203k | 29.89 |
2022-06-30 | $8.1M | 255k | 31.82 |
2022-03-31 | $8.7M | 256k | 33.94 |
2021-12-31 | $9.0M | 254k | 35.33 |
2021-09-30 | $8.7M | 253k | 34.39 |
2021-06-30 | $7.7M | 222k | 34.64 |
2021-03-31 | $6.0M | 181k | 32.97 |
2020-12-31 | $4.0M | 130k | 30.47 |
2020-09-30 | $3.3M | 120k | 27.54 |
2020-06-30 | $10M | 372k | 27.59 |
2020-03-31 | $2.6M | 106k | 24.21 |
2019-12-31 | $698k | 23k | 30.51 |
2018-06-30 | $365k | 12k | 29.65 |
2018-03-31 | $467k | 16k | 28.73 |
2017-12-31 | $344k | 12k | 29.66 |