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Ishares Tr hdg msci eafe shares owned by MOR Wealth Management

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

Historical chart of MOR 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 MOR 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 MOR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $573k 14k 41.36

More positions owned by MOR Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mid Cap Etf (VO)
Accenture Plc Ireland Shs Class A (ACN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Texas Pacific Land Corp (TPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aware Msci (ESML)

View all positions for MOR 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
Warren Averett Asset Management
Wells Fargo & Company
Northern Trust
First Interstate Bank

View all funds holding Ishares Tr hdg msci eafe