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Ishares Tr hdg msci eafe shares owned by M Wealth Management

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

Historical chart of M 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 M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $638k 16k 39.61
2025-06-30 $601k 16k 37.96
2025-03-31 $575k 16k 36.29
2024-12-31 $551k 16k 34.75

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
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Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

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