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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.56M	Hold	46,634	–	–	1.8%	9
2025 Q1	$3.53M	Sell	46,634 -3,336	-7%	-$252K	1.8%	9
2024 Q4	$3.51M	Buy	49,970 +950	+2%	+$66.8K	1.75%	10
2024 Q3	$3.83M	Sell	49,020 -3,509	-7%	-$274K	1.98%	8
2024 Q2	$3.82M	Buy	+52,529	New	+$3.82M	2.12%	8