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Ishares Tr hdg msci eafe shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $376k 11k 34.68

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United Parcel Service CL B (UPS)
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Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
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View all positions for Fullcircle Wealth

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
United Capital Financial Advisers
Coldstream Capital Management
Morgan Stanley
Dynasty Wealth Management
Quotient Wealth Partners
Bank of America Corporation
Partners Capital Investment Group
Bank of New York Mellon
First Interstate Bank
Envestnet Portfolio Solutions
Wells Fargo & Company

View all funds holding Ishares Tr hdg msci eafe