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Ishares Tr hdg msci eafe shares owned by Lake Street Advisors Group

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

Historical chart of Lake Street Advisors Group investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Lake Street Advisors 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 36k 30.10
2023-06-30 $1.1M 35k 30.89
2023-03-31 $1.0M 35k 29.50
2018-06-30 $917k 31k 29.59
2018-03-31 $890k 31k 28.72
2017-12-31 $1.1M 37k 29.68

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
United Capital Financial Advisers
Coldstream Capital Management
Jpmorgan Chase & Co
Quotient Wealth Partners
Partners Capital Investment Group
Bank of New York Mellon
CWM
Park Avenue Securities
First Interstate Bank
Wells Fargo & Company
Jordan Park Group
Cambridge Investment Research Advisors
Us Bancorp
Bank of America Corporation

View all funds holding Ishares Tr hdg msci eafe