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Ishares Tr hdg msci eafe shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr hdg msci eafe by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 80k 34.88

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Berkshire Hathaway Common Stock (BRK.B)
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Vanguard Value MF Closed and MF Open (VTV)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)

View all positions for Keystone Financial Group

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