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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.91M Sell
2025
Q2
$9.21M Buy
2025
Q1
$9.12M Sell
2024
Q4
$10.4M Buy
2024
Q3
$9.39M Sell
2024
Q2
$8.82M Buy