Wellington-altus Usa »

Ishares Tr hdg msci eafe shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.9M 163k 42.50
2026-03-31 $8.2M 175k 46.93
2025-12-31 $7.0M 168k 41.36

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Coldstream Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Ameriprise Financial
Morgan Stanley
Dynasty Wealth Management
Northwestern Mutual Wealth Management Company
Quotient Wealth Partners
LPL Financial
Partners Capital Investment Group
United Capital Financial Advisers
NorthRock Partners
Wells Fargo & Company
Northern Trust

View all funds holding Ishares Tr hdg msci eafe