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Ishares Tr hdg msci eafe shares owned by Allie Family Office

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Allie Family Office from 13F filings

Historical chart of Allie Family Office investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Allie Family Office 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 Allie Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 7.5k 35.42
2024-06-30 $584k 16k 35.56
2024-03-31 $572k 16k 34.88
2023-12-31 $517k 16k 31.51

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Allie Family Office

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Coldstream Capital Management
United Capital Financial Advisers
Morgan Stanley
Quotient Wealth Partners
Bank of America Corporation
LPL Financial
First Interstate Bank
Wells Fargo & Company
Bank of New York Mellon
Tiaa Trust, National Association
Prime Capital Investment Advisors

View all funds holding Ishares Tr hdg msci eafe