Heritage Wealth Management »

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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 52k 70.35
2022-12-31 $13M 205k 61.64
2022-09-30 $5.2M 98k 52.67
2022-06-30 $5.1M 86k 58.85
2022-03-31 $6.1M 88k 69.51
2021-09-30 $4.2M 57k 74.25
2021-06-30 $2.8M 37k 74.85
2021-03-31 $751k 10k 72.04