Wellington-altus Usa »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core msci eafe held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 18k 90.53
2026-03-31 $1.8M 19k 96.58
2025-12-31 $1.3M 15k 89.46

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
UBS Group
Envestnet Asset Management
LPL Financial
Raymond James Financial
Bank of New York Mellon
Northwestern Mutual Wealth Management Company
Us Bancorp
BlackRock
FMR
TIAA Wealth Investment Management
Goldman Sachs Group

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