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Ishares Tr hdg msci eafe shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial 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 Planwiser Financial 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.7M 233k 41.36

More positions owned by Planwiser Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Planwiser Financial

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Coldstream Capital Management
Jpmorgan Chase & Co
Ameriprise Financial
United Capital Financial Advisers
LPL Financial
Dynasty Wealth Management
Northwestern Mutual Wealth Management Company
Quotient Wealth Partners
Partners Capital Investment Group
NorthRock Partners
Warren Averett Asset Management
Wells Fargo & Company
Northern Trust
Envestnet Asset Management

View all funds holding Ishares Tr hdg msci eafe