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Ishares Tr hdg msci eafe shares owned by Trinity Wealth Management

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

Historical chart of Trinity Wealth 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 Trinity Wealth 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 34k 35.42
2024-06-30 $1.2M 33k 35.56
2024-03-31 $1.1M 32k 34.88
2023-12-31 $970k 31k 31.51
2023-09-30 $862k 29k 30.10

More positions owned by Trinity Wealth Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Trinity Wealth 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