Feltz Wealth PLAN »

Ishares Tr hdg msci eafe shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN 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 Tr hdg msci eafe by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-03-31 $655k 19k 34.88
2018-09-30 $624k 23k 27.41

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr S&p 500 Val Etf (IVE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Core Msci Emkt (IEMG)

View all positions for Feltz Wealth PLAN

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
United Capital Financial Advisers
Morgan Stanley
Coldstream Capital Management
Dynasty Wealth Management
Quotient Wealth Partners
Envestnet Portfolio Solutions
Bank of New York Mellon
Bank of America Corporation
CWM
First Interstate Bank
Park Avenue Securities

View all funds holding Ishares Tr hdg msci eafe