Watershed Private Wealth »

Ishares Tr hdg msci eafe shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private 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 Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr hdg msci eafe by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 7.7k 35.42
2024-06-30 $2.1M 60k 35.56
2024-03-31 $2.8M 81k 34.88

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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