ISHARES TR

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

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 72,685 Value ($000) $3,006 Avg Close Range
Q3 2025
Shares 72,104 Value ($000) $2,856 Avg Close Range
Q2 2025
Shares 71,565 Value ($000) $2,717 Avg Close Range
Q1 2025
Shares 71,565 Value ($000) $2,597 Avg Close Range
Q4 2024
Shares 81,445 Value ($000) $2,830 Avg Close Range
Q3 2024
Shares 81,026 Value ($000) $2,870 Avg Close Range
Q2 2024
Shares 80,792 Value ($000) $2,873 Avg Close Range
Q1 2024
Shares 80,820 Value ($000) $2,819 Avg Close Range
Q4 2023
Shares 89,137 Value ($000) $2,809 Avg Close Range
Q3 2023
Shares 89,137 Value ($000) $2,683 Avg Close Range
Q2 2023
Shares 93,405 Value ($000) $2,896 Avg Close Range
Q1 2023
Shares 99,463 Value ($000) $2,931 Avg Close Range
Q4 2022
Shares 99,268 Value ($000) $2,680 Avg Close Range
Q3 2022
Shares 91,031 Value ($000) $2,721 Avg Close Range
Q2 2022
Shares 90,075 Value ($000) $2,866 Avg Close Range
Q1 2022
Shares 91,918 Value ($000) $3,120 Avg Close Range
Q4 2021
Shares 93,389 Value ($000) $3,299 Avg Close Range
Q3 2021
Shares 95,564 Value ($000) $3,286 Avg Close Range
Q2 2021
Shares 95,027 Value ($000) $3,292 Avg Close Range
Q1 2021
Shares 97,026 Value ($000) $3,199 Avg Close Range
Q4 2020
Shares 110,732 Value ($000) $3,374 Avg Close Range
Q3 2020
Shares 115,208 Value ($000) $3,173 Avg Close Range
Q2 2020
Shares 124,604 Value ($000) $3,438 Avg Close Range
Q1 2020
Shares 125,775 Value ($000) $3,045 Avg Close Range
Q4 2019
Shares 166,210 Value ($000) $5,072 Avg Close Range
Q3 2019
Shares 174,425 Value ($000) $5,222 Avg Close Range
Q2 2019
Shares 183,970 Value ($000) $5,486 Avg Close Range
Q1 2019
Shares 218,516 Value ($000) $6,309 Avg Close Range
Q4 2018
Shares 217,501 Value ($000) $5,614 Avg Close Range