Ishares Tr hdg msci eafe shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management 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 Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr hdg msci eafe by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 113k | 39.61 |
| 2025-06-30 | $4.1M | 108k | 37.96 |
| 2025-03-31 | $4.3M | 117k | 36.29 |
| 2024-12-31 | $15k | 441 | 34.73 |
| 2024-09-30 | $5.5k | 156 | 35.33 |
| 2024-06-30 | $5.4k | 153 | 35.56 |
| 2023-12-31 | $62k | 2.0k | 31.51 |
| 2023-09-30 | $61k | 2.0k | 30.10 |
| 2023-06-30 | $62k | 2.0k | 31.00 |
| 2023-03-31 | $72k | 2.5k | 29.47 |
| 2022-09-30 | $2.0k | 95 | 21.05 |
| 2020-06-30 | $24k | 897 | 26.76 |
| 2020-03-31 | $21k | 897 | 23.41 |
| 2019-12-31 | $27k | 897 | 30.10 |
| 2019-09-30 | $26k | 897 | 28.99 |
| 2019-06-30 | $26k | 897 | 28.99 |
| 2017-12-31 | $2.1M | 70k | 29.67 |
| 2017-03-31 | $1.0k | 40 | 25.00 |