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Ishares Tr hdg msci eafe shares owned by One Wealth Management Investment & Advisory Services

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by One Wealth Management Investment & Advisory Services from 13F filings

Historical chart of One Wealth Management Investment & Advisory Services 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 One Wealth Management Investment & Advisory Services 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 One Wealth Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 38k 34.88

More positions owned by One Wealth Management Investment & Advisory Services

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for One Wealth Management Investment & Advisory Services

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