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Ishares Tr hdg msci eafe shares owned by Sierra Ocean

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

Historical chart of Sierra Ocean investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Sierra Ocean 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 Sierra Ocean

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 5.2k 39.61
2025-06-30 $236k 6.3k 37.52
2025-03-31 $247k 6.7k 36.78
2024-12-31 $238k 6.8k 34.75

More positions owned by Sierra Ocean

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Adaptive Us (AUSF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Jpmorgan Usd Emg (EMB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Sierra Ocean

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