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

Heartwood Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Hold
3,233
– – 0.02% 189
2026
Q1 		$293K Buy
3,233
+110
+4% +$10.3K 0.03% 179
2025
Q4 		$279K Hold
3,123
– – 0.03% 166
2025
Q3 		$273K Buy
+3,123
New +$265K 0.03% 168

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Heartwood Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,233 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #189.

Heartwood Wealth Advisors first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Heartwood Wealth Advisors held 3,233 shares of iShares Core MSCI EAFE ETF worth $312K as of Q2 2026.
  • Heartwood Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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