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Ishares Tr hdg msci eafe shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $203k 5.6k 36.29
2024-03-31 $251k 7.2k 34.88

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View all positions for Beacon Financial Advisory

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Ameriprise Financial
Coldstream Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Dynasty Wealth Management
United Capital Financial Advisers
LPL Financial
Quotient Wealth Partners
Northwestern Mutual Wealth Management Company
Partners Capital Investment Group
Warren Averett Asset Management
Wells Fargo & Company
Northern Trust
First Interstate Bank

View all funds holding Ishares Tr hdg msci eafe