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Ishares Tr hdg msci eafe shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 38k 39.61
2025-06-30 $1.5M 39k 37.96
2025-03-31 $1.4M 38k 36.29
2024-12-31 $357k 10k 34.77
2024-06-30 $1.3M 37k 35.56