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EA Series Trust’s Heritage Financial HFWA Stock Holding History

EA Series Trust’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.25M Buy
+77,051
New +$1.34M 0.04% 547

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EA Series Trust's HFWA Position: Q2 2023 in Review

EA Series Trust opened a new position in Heritage Financial (HFWA) in Q2 2023: 77,051 shares worth $1.25M. The stake represents 0.04% of the portfolio and ranks #547 among its holdings.

162 funds tracked by Wall St. Rank hold HFWA as of Q2 2023.

  • EA Series Trust held 77,051 shares of Heritage Financial worth $1.25M as of Q2 2023.
  • Heritage Financial was a new EA Series Trust position in Q2 2023.
  • Heritage Financial made up 0.04% of EA Series Trust's portfolio in Q2 2023, its #547 holding.
  • 162 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.