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Ishares Tr hdg msci eafe shares owned by Stone House Investment Management

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Stone House Investment Management from 13F filings

Historical chart of Stone House Investment Management 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 Stone House Investment Management 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 Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 10k 35.42
2024-03-31 $5.8M 167k 34.88
2017-09-30 $501k 17k 28.92
2017-06-30 $494k 17k 28.41
2017-03-31 $465k 17k 27.51
2016-12-31 $1.5M 57k 26.11

More positions owned by Stone House Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Stone House Investment Management

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Partners Capital Investment Group
Coldstream Capital Management
United Capital Financial Advisers
Morgan Stanley
Quotient Wealth Partners
Bank of America Corporation
LPL Financial
First Interstate Bank
Wells Fargo & Company
Bank of New York Mellon
Tiaa Trust, National Association
Prime Capital Investment Advisors

View all funds holding Ishares Tr hdg msci eafe