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Ishares Tr hdg msci eafe shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.9M 81k 36.29
2024-06-30 $3.0M 85k 35.56
2024-03-31 $4.0M 114k 34.88

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Alps Etf Tr Alerian Mlp (AMLP)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Wealth Alliance

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Ameriprise Financial
Coldstream Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Dynasty Wealth Management
Quotient Wealth Partners
United Capital Financial Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Partners Capital Investment Group
Warren Averett Asset Management
Wells Fargo & Company
Northern Trust
First Interstate Bank

View all funds holding Ishares Tr hdg msci eafe