Ishares Tr hdg msci eafe shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr hdg msci eafe
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Quarterly reported holdings in Ishares Tr hdg msci eafe by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 46k | 37.96 |
| 2025-03-31 | $485k | 13k | 36.29 |
| 2024-12-31 | $473k | 14k | 34.75 |
| 2024-09-30 | $101k | 2.9k | 35.42 |
| 2024-06-30 | $151k | 4.3k | 35.56 |
| 2024-03-31 | $137k | 3.9k | 34.88 |
| 2023-12-31 | $124k | 3.9k | 31.51 |
| 2023-09-30 | $112k | 3.7k | 30.10 |
| 2022-06-30 | $102k | 3.2k | 31.95 |
| 2022-03-31 | $108k | 3.2k | 33.82 |