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Ishares Tr hdg msci eafe shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak 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 Laurel Oak Wealth Management 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 5.4k 42.49

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Ishares Tr hdg msci eafe

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

View all funds holding Ishares Tr hdg msci eafe