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Ishares Tr hdg msci eafe shares owned by Peninsula Wealth

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

Historical chart of Peninsula 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 Peninsula 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 29k 34.75
2024-09-30 $3.6M 102k 35.53
2024-06-30 $3.8M 105k 35.85

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View all positions for Peninsula 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