ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 221,415 Value ($000) $9,158 Avg Close Range
Q3 2025
Shares 228,224 Value ($000) $9,040 Avg Close Range
Q2 2025
Shares 230,338 Value ($000) $8,744 Avg Close Range
Q1 2025
Shares 251,965 Value ($000) $9,144 Avg Close Range
Q4 2024
Shares 245,280 Value ($000) $8,523 Avg Close Range
Q3 2024
Shares 241,518 Value ($000) $8,555 Avg Close Range
Q2 2024
Shares 234,722 Value ($000) $8,346 Avg Close Range
Q1 2024
Shares 246,084 Value ($000) $8,583 Avg Close Range
Q4 2023
Shares 215,982 Value ($000) $6,806 Avg Close Range
Q3 2023
Shares 197,612 Value ($000) $5,948 Avg Close Range
Q2 2023
Shares 230,923 Value ($000) $7,159 Avg Close Range
Q1 2023
Shares 237,042 Value ($000) $6,986 Avg Close Range
Q4 2022
Shares 208,679 Value ($000) $5,634 Avg Close Range
Q1 2022
Shares 8,826 Value ($000) $300 Avg Close Range
Q4 2021
Shares 272,145 Value ($000) $9,615 Avg Close Range
Q3 2021
Shares 277,118 Value ($000) $9,530 Avg Close Range
Q2 2021
Shares 270,331 Value ($000) $9,364 Avg Close Range
Q1 2021
Shares 268,963 Value ($000) $8,868 Avg Close Range
Q4 2020
Shares 273,542 Value ($000) $8,335 Avg Close Range
Q3 2020
Shares 143,614 Value ($000) $3,955 Avg Close Range