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Ishares Tr hdg msci eafe shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 154k 39.61
2025-06-30 $6.0M 159k 37.96
2025-03-31 $6.2M 172k 36.29
2024-12-31 $4.8M 137k 34.75
2024-09-30 $4.6M 129k 35.42

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for MA Private Wealth

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