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Ishares Tr hdg msci eafe shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 8.4k 34.88
2023-12-31 $265k 8.4k 31.51
2023-09-30 $675k 22k 30.10

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
United Capital Financial Advisers
Coldstream Capital Management
Jpmorgan Chase & Co
Quotient Wealth Partners
Partners Capital Investment Group
Bank of New York Mellon
CWM
Park Avenue Securities
First Interstate Bank
Wells Fargo & Company
Jordan Park Group
Cambridge Investment Research Advisors
Us Bancorp
Bank of America Corporation

View all funds holding Ishares Tr hdg msci eafe