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Ishares Tr hdg msci eafe shares owned by Milestone Asset Management Group

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

Historical chart of Milestone Asset Management Group investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Milestone Asset Management Group 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 Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 9.3k 39.61
2025-06-30 $354k 9.3k 37.96
2025-03-31 $339k 9.3k 36.29
2024-12-31 $357k 10k 34.75

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View all positions for Milestone Asset Management Group

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