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Ishares Tr hdg msci eafe shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 6.5k 35.42
2024-06-30 $45k 1.3k 35.56
2024-03-31 $1.4k 41 34.88

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Avantis U.s. Small Cap Value Etf Etf (AVUV)
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Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Coldstream Capital Management
Quotient Wealth Partners
United Capital Financial Advisers
Bank of America Corporation
LPL Financial
Ameriprise Financial
First Interstate Bank
Partners Capital Investment Group
Wells Fargo & Company
Bank of New York Mellon
Prime Capital Investment Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr hdg msci eafe