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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
Q3 		$313K Hold
3,233
– – 0.02% 180
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Heartwood Wealth Advisors's IEFA Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 3,233 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #180.

Heartwood Wealth Advisors first reported a position in IEFA in Q3 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Heartwood Wealth Advisors held 3,233 shares of iShares Core MSCI EAFE ETF worth $313K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #180 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.