Lantz Financial »

Ishares Tr hdg msci eafe shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 9.0k 35.42
2024-06-30 $902k 25k 35.56
2024-03-31 $1.1M 32k 34.88

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core High Dv Etf (HDV)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)

View all positions for Lantz Financial

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Coldstream Capital Management
United Capital Financial Advisers
Morgan Stanley
Quotient Wealth Partners
Bank of America Corporation
LPL Financial
First Interstate Bank
Wells Fargo & Company
Bank of New York Mellon
Tiaa Trust, National Association
Prime Capital Investment Advisors

View all funds holding Ishares Tr hdg msci eafe