Heritage Financial Services, LLC Ishares Msci Eafe Min Vol Fact Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding EFAV
# of Institutions
509Shares Held
55.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.8MShares$1.7 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$341 Million0.01% of portfolio
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Morgan Stanley New York, NY2.1MShares$157 Million0.01% of portfolio
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Envestnet Asset Management Inc1.71MShares$127 Million0.04% of portfolio
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Wharton Business Group, LLC Malvern, PA1.67MShares$125 Million5.32% of portfolio