ISHARES TR

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

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 11,602 Value ($000) $480 Avg Close Range
Q3 2025
Shares 11,047 Value ($000) $438 Avg Close Range
Q2 2025
Shares 11,736 Value ($000) $446 Avg Close Range
Q1 2025
Shares 15,454 Value ($000) $561 Avg Close Range
Q4 2024
Shares 11,473 Value ($000) $399 Avg Close Range
Q3 2024
Shares 12,648 Value ($000) $448 Avg Close Range
Q2 2024
Shares 14,755 Value ($000) $525 Avg Close Range
Q1 2024
Shares 9,932 Value ($000) $346 Avg Close Range
Q4 2023
Shares 8,368 Value ($000) $264 Avg Close Range