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Heartwood Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Heartwood Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1M Buy
183,951
+2,404
+1% +$247K 1.48% 22
2026
Q1 		$17.6M Sell
181,547
-12,801
-7% -$1.28M 1.54% 21
2025
Q4 		$18.7M Sell
194,348
-2,529
-1% -$240K 1.72% 20
2025
Q3 		$18.4M Buy
196,877
+737
+0.4% +$67K 1.72% 20
2025
Q2 		$17.5M Sell
196,140
-1,361
-0.7% -$116K 1.83% 19
2025
Q1 		$16.1M Buy
197,501
+7,874
+4% +$635K 1.84% 20
2024
Q4 		$14.3M Sell
189,627
-2,772
-1% -$220K 1.61% 23
2024
Q3 		$16.1M Buy
192,399
+1,599
+0.8% +$129K 1.78% 21
2024
Q2 		$14.9M Buy
190,800
+560
+0.3% +$44.4K 1.79% 22
2024
Q1 		$15.2M Sell
190,240
-51,982
-21% -$3.98M 1.87% 21
2023
Q4 		$18.3M Buy
242,222
+815
+0.3% +$57.6K 2.43% 15
2023
Q3 		$16.6M Buy
241,407
+337
+0.1% +$24.1K 2.45% 15
2023
Q2 		$17.5M Buy
241,070
+909
+0.4% +$66K 2.48% 15
2023
Q1 		$17.2M Sell
240,161
-2,007
-0.8% -$140K 2.56% 14
2022
Q4 		$15.9M Buy
242,168
+21,048
+10% +$1.32M 2.49% 15
2022
Q3 		$12.4M Sell
221,120
-46,185
-17% -$2.88M 2.15% 18
2022
Q2 		$16.7M Buy
267,305
+6,886
+3% +$469K 2.75% 13
2022
Q1 		$19.2M Buy
260,419
+4,187
+2% +$313K 2.85% 12
2021
Q4 		$20.2M Buy
256,232
+3,802
+2% +$301K 3.03% 11
2021
Q3 		$19.7M Sell
252,430
-2,229
-0.9% -$178K 3.07% 10
2021
Q2 		$20.1M Buy
254,659
+1,328
+0.5% +$105K 3.09% 11
2021
Q1 		$19.2M Buy
253,331
+204
+0.1% +$15.4K 3.09% 10
2020
Q4 		$18.5M Buy
253,127
+6,462
+3% +$442K 2.98% 10
2020
Q3 		$15.7M Buy
246,665
+551
+0.2% +$35.3K 3% 11
2020
Q2 		$15M Buy
246,114
+2,981
+1% +$172K 2.97% 11
2020
Q1 		$13M Sell
243,133
-7,060
-3% -$448K 3.12% 12
2019
Q4 		$17.4M Buy
+250,193
New +$16.9M 3.32% 9

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Heartwood Wealth Advisors's EFA Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q2 2026, buying an estimated $247K and bringing the position to 183,951 shares worth $19.1M. The position accounts for 1.48% of the portfolio, ranked #22.

Heartwood Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.2M in Q4 2021. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Heartwood Wealth Advisors held 183,951 shares of iShares MSCI EAFE ETF worth $19.1M as of Q2 2026.
  • Heartwood Wealth Advisors bought 2,404 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
  • iShares MSCI EAFE ETF made up 1.48% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Heartwood Wealth Advisors's iShares MSCI EAFE ETF position peaked at $20.2M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.