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Ishares Tr hdg msci eafe shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 79k 41.36
2025-09-30 $776k 20k 39.61
2025-06-30 $36k 954 37.96
2025-03-31 $154k 4.2k 36.29
2024-12-31 $44k 1.3k 34.75
2024-09-30 $67k 1.9k 35.42
2024-06-30 $293k 8.3k 35.13
2024-03-31 $156k 4.5k 34.45