ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 54,604 Value ($000) $2,258 Avg Close — Range —
Q3 2025
Shares 56,527 Value ($000) $2,239 Avg Close — Range —
Q2 2025
Shares 57,062 Value ($000) $2,168 Avg Close — Range —
Q3 2024
Shares 92,980 Value ($000) $3,293 Avg Close — Range —
Q2 2024
Shares 209,341 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 44,190 Value ($000) $2 Avg Close — Range —
Q1 2021
Shares 175 Value ($000) $5 Avg Close — Range —
Q4 2020
Shares 175 Value ($000) $5 Avg Close — Range —
Q3 2020
Shares 175 Value ($000) $5 Avg Close — Range —
Q2 2020
Shares 175 Value ($000) $5 Avg Close — Range —
Q1 2020
Shares 175 Value ($000) $4 Avg Close — Range —
Q4 2019
Shares 175 Value ($000) $5 Avg Close — Range —
Q3 2019
Shares 175 Value ($000) $5 Avg Close — Range —
Q2 2019
Shares 346 Value ($000) $10 Avg Close — Range —
Q1 2019
Shares 175 Value ($000) $5 Avg Close — Range —
Q4 2018
Shares 175 Value ($000) $4 Avg Close — Range —