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Ishares Tr hdg msci eafe shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 39k 35.76

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Coldstream Capital Management
Dynasty Wealth Management
Quotient Wealth Partners
United Capital Financial Advisers
LPL Financial
Bank of America Corporation
Tiaa Trust, National Association
Morgan Stanley
Ameriprise Financial
First Interstate Bank
Partners Capital Investment Group
Northern Trust

View all funds holding Ishares Tr hdg msci eafe