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Ishares Tr hdg msci eafe shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $409k 8.7k 46.93
2026-03-31 $378k 8.9k 42.50

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Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Coldstream Capital Management
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
Partners Capital Investment Group
LPL Financial
Dynasty Wealth Management
Northwestern Mutual Wealth Management Company
Quotient Wealth Partners
United Capital Financial Advisers
NorthRock Partners
Wells Fargo & Company
Northern Trust
Warren Averett Asset Management

View all funds holding Ishares Tr hdg msci eafe