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Ishares Tr hdg msci eafe shares owned by Lido Advisors

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

Historical chart of Lido Advisors 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 346k 39.61
2025-03-31 $237k 6.5k 36.29
2024-12-31 $220k 6.3k 34.75
2023-09-30 $782k 26k 30.10

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View all positions for Lido Advisors

Top funds holding Ishares Tr hdg msci eafe

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

View all funds holding Ishares Tr hdg msci eafe