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Ishares Tr hdg msci eafe shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 296 42.50

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Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
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Vanguard Mid Cap Etf (VO)
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State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for JDM Financial Group

Top funds holding Ishares Tr hdg msci eafe

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

View all funds holding Ishares Tr hdg msci eafe