Heritage Family Offices’s iShares MSCI EAFE ETF EFA Stock Holding History

Heritage Family Offices’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	$6.11M	Sell	58,846 -23,808	-29%	-$2.45M	2.36%	9
2026 Q1	$8.03M	Sell	82,654 -25,489	-24%	-$2.55M	3.56%	3
2025 Q4	$10.4M	Buy	108,143 +2,019	+2%	+$191K	4.72%	3
2025 Q3	$9.91M	Sell	106,124 -5,519	-5%	-$502K	4.61%	3
2025 Q2	$9.21M	Buy	111,643 +114	+0.1%	+$9.73K	4.66%	4
2025 Q1	$9.12M	Sell	111,529 -25,496	-19%	-$2.05M	4.66%	4
2024 Q4	$10.4M	Buy	137,025 +24,797	+22%	+$1.96M	5.17%	3
2024 Q3	$9.39M	Sell	112,228 -344	-0.3%	-$27.7K	4.85%	3
2024 Q2	$8.82M	Buy	+112,572	New	+$8.92M	4.89%	3

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Heritage Family Offices's EFA Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares MSCI EAFE ETF (EFA) stake by 29% in Q2 2026, selling an estimated $2.45M and leaving 58,846 shares worth $6.11M. The position accounts for 2.36% of the portfolio, ranked #9.

Heritage Family Offices first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.4M in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Heritage Family Offices held 58,846 shares of iShares MSCI EAFE ETF worth $6.11M as of Q2 2026.
Heritage Family Offices sold 23,808 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.45M.
iShares MSCI EAFE ETF made up 2.36% of Heritage Family Offices's portfolio in Q2 2026, its #9 holding.
Heritage Family Offices first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares MSCI EAFE ETF position peaked at $10.4M in Q4 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.