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Ishares Tr hdg msci eafe shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment Advisors investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $27k 718 37.96
2025-03-31 $765k 21k 36.29
2024-06-30 $917k 26k 35.56
2024-03-31 $1.4M 41k 34.88

More positions owned by Mount Yale Investment Advisors

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Apple (AAPL)
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Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Ameriprise Financial
Coldstream Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
United Capital Financial Advisers
LPL Financial
Dynasty Wealth Management
Quotient Wealth Partners
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