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Homestreet shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Homestreet (HMST) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Homestreet

Tip: Access up to 7 years of quarterly data

All positions including Homestreet held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Homestreet by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0k 32 31.25

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Homestreet

BlackRock
Philadelphia Financial Management of San Francisco
Sandler O'Neill Asset Management
Vanguard Group
Madison Avenue Partners
Charles Schwab Investment Management
Dimensional Fund Advisors
Ameriprise Financial
Petiole USA
State Street Corporation
Geode Capital Management
Acuitas Investments
Endeavour Capital Advisors
Morgan Stanley
RMB Capital Management

View all funds holding Homestreet