Shepherd Street Advisors »

Ishares Tr hdg msci eafe shares owned by Shepherd Street Advisors

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

Historical chart of Shepherd Street Advisors 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 Shepherd Street Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr hdg msci eafe by Shepherd Street Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 49k 41.36

More positions owned by Shepherd Street Advisors

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Wells Fargo & Company (WFC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Applied Materials (AMAT)
Netflix (NFLX)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Visa Com Cl A (V)

View all positions for Shepherd Street 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