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Ishares Tr hdg msci eafe shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 272k 35.42
2024-06-30 $9.7M 272k 35.56
2024-03-31 $9.5M 272k 34.88
2023-12-31 $8.7M 276k 31.50

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Coldstream Capital Management
Quotient Wealth Partners
United Capital Financial Advisers
Bank of America Corporation
LPL Financial
Ameriprise Financial
First Interstate Bank
Partners Capital Investment Group
Wells Fargo & Company
Bank of New York Mellon
Prime Capital Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr hdg msci eafe