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Ishares Tr hdg msci eafe shares owned by Sovran Advisors

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

Historical chart of Sovran Advisors investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Sovran Advisors 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $344k 9.2k 37.53
2025-03-31 $1.5M 45k 34.39
2024-12-31 $719k 21k 34.83

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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