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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.21M	Buy	111,643 +114	+0.1%	+$9.4K	4.66%	4
2025 Q1	$9.12M	Sell	111,529 -25,496	-19%	-$2.08M	4.66%	4
2024 Q4	$10.4M	Buy	137,025 +24,797	+22%	+$1.87M	5.17%	3
2024 Q3	$9.39M	Sell	112,228 -344	-0.3%	-$28.8K	4.85%	3
2024 Q2	$8.82M	Buy	+112,572	New	+$8.82M	4.89%	3