Heirloom Wealth Management »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Heirloom Wealth Management

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Heirloom Wealth Management from 13F filings

Historical chart of Heirloom Wealth Management investment in Ishares Core Msci Eafe Etf core msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Core Msci Eafe Etf core msci eafe held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $489k 5.4k 90.54

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Republic Services (RSG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Linde SHS (LIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Asml Hldg Nv N Y Registry Shs (ASML)
Apple (AAPL)
Parker-Hannifin Corporation (PH)

View all positions for Heirloom Wealth Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Raymond James Financial
LPL Financial
Bank of New York Mellon
Us Bancorp
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
BlackRock
FMR
Goldman Sachs Group
UBS Group
Branch Banking & Trust Company
Pnc Financial Services

View all funds holding Ishares Core Msci Eafe Etf core msci eafe