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Ishares Tr hdg msci eafe shares owned by Treybourne Wealth Planners

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

Historical chart of Treybourne Wealth Planners 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 Treybourne Wealth Planners 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 Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $422k 12k 34.60
2021-03-31 $402k 12k 32.96
2020-12-31 $5.4M 178k 30.47

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Coldstream Capital Management
Quotient Wealth Partners
United Capital Financial Advisers
Bank of America Corporation
LPL Financial
Ameriprise Financial
First Interstate Bank
Partners Capital Investment Group
Wells Fargo & Company
Bank of New York Mellon
Prime Capital Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr hdg msci eafe