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Ishares Tr hdg msci eafe shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Point Wealth 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 Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 44k 31.51
2023-09-30 $1.1M 37k 30.10
2023-06-30 $1.0M 33k 31.00
2023-03-31 $805k 27k 29.47

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Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
United Capital Financial Advisers
Coldstream Capital Management
Jpmorgan Chase & Co
Quotient Wealth Partners
Partners Capital Investment Group
Bank of New York Mellon
CWM
Park Avenue Securities
First Interstate Bank
Wells Fargo & Company
Jordan Park Group
Cambridge Investment Research Advisors
Us Bancorp
Bank of America Corporation

View all funds holding Ishares Tr hdg msci eafe