Gen-Wealth Partners »

Ishares Tr hdg msci eafe shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr hdg msci eafe by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $377k 9.9k 37.96
2025-03-31 $1.2M 33k 36.29
2024-12-31 $314k 9.0k 34.75
2024-09-30 $308k 8.8k 35.07
2024-06-30 $1.1M 32k 35.56
2024-03-31 $1.3M 36k 34.88

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Ameriprise Financial
Coldstream Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Dynasty Wealth Management
Quotient Wealth Partners
United Capital Financial Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Partners Capital Investment Group
Morgan Stanley
Warren Averett Asset Management
Wells Fargo & Company
Northern Trust

View all funds holding Ishares Tr hdg msci eafe