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Ishares Tr hdg msci eafe shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 109k 34.88

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Etf (DFUS)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Summit X

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