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Ishares Tr hdg msci eafe shares owned by Trinity Wealth Management

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

Historical chart of Trinity 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 Trinity 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 32k 34.88
2023-12-31 $970k 31k 31.51
2023-09-30 $862k 29k 30.10

More positions owned by Trinity Wealth Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Intl Aggr (IAGG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Energy Alphadx (FXN)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Trinity 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