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Ishares Tr hdg msci eafe shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 30k 34.88
2020-12-31 $216k 7.1k 30.53
2020-09-30 $237k 8.6k 27.62

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Pgim Ultra Short Bd Etf etf/closed end- (PULS)
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View all positions for Arete Wealth Advisors

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
United Capital Financial Advisers
Coldstream Capital Management
Morgan Stanley
Dynasty Wealth Management
Quotient Wealth Partners
Bank of America Corporation
Partners Capital Investment Group
Bank of New York Mellon
First Interstate Bank
Envestnet Portfolio Solutions
Wells Fargo & Company

View all funds holding Ishares Tr hdg msci eafe