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Ishares Tr hdg msci eafe shares owned by Certus Wealth Management

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

Historical chart of Certus 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 Certus Wealth Management 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 5.8k 35.42
2024-06-30 $1.2M 34k 35.56

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Certus Wealth Management

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