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Ishares Tr hdg msci eafe shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 126k 34.88
2020-06-30 $15k 622 24.12
2020-03-31 $15k 622 24.12
2019-12-31 $7.0k 229 30.57

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View all positions for Orion Portfolio Solutions

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