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Ishares Tr hdg msci eafe shares owned by Ameliora Wealth Management

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

Historical chart of Ameliora Wealth Management 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 Ameliora Wealth Management 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 Ameliora Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 62k 34.81
2023-12-31 $2.0M 63k 31.51
2023-09-30 $1.7M 57k 30.10
2023-06-30 $1.9M 60k 31.00
2023-03-31 $1.6M 54k 29.47

More positions owned by Ameliora Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Investment Grade (IGEB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Metropcs Communications (TMUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)

View all positions for Ameliora Wealth Management

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