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Ishares Tr hdg msci eafe shares owned by Win Advisors

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

Historical chart of Win 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 Win 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $12M 334k 36.29
2023-12-31 $1.6M 51k 31.51
2023-09-30 $15M 497k 30.10

More positions owned by Win Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Focused Dynamic (FDG)
Wisdomtree Tr Us Largecap Fund (EPS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Win Advisors

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