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

Heritage Family Offices’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$962K	Sell
2025 Q2	$869K	Hold
2025 Q1	$861K	Sell
2024 Q4	$785K	Buy
2024 Q3	$550K	Buy
2024 Q2	$442K	Buy