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Ishares Tr hdg msci eafe shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 69k 34.88
2023-03-31 $239k 8.1k 29.47
2022-12-31 $230k 8.5k 27.00
2022-09-30 $270k 8.5k 31.67

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
UnitedHealth (UNH)

View all positions for Ascent 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