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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76M	Sell	28,617 -2,684	-9%	-$258K	1.07%	23
2026 Q1	$2.83M	Sell	31,301 -3,089	-9%	-$288K	1.26%	21
2025 Q4	$3.08M	Buy	34,390 +5,341	+18%	+$472K	1.4%	11
2025 Q3	$2.54M	Sell	29,049 -17,585	-38%	-$1.49M	1.18%	15
2025 Q2	$3.56M	Hold	46,634	–	–	1.8%	9
2025 Q1	$3.53M	Sell	46,634 -3,336	-7%	-$249K	1.8%	9
2024 Q4	$3.51M	Buy	49,970 +950	+2%	+$70.1K	1.75%	10
2024 Q3	$3.83M	Sell	49,020 -3,509	-7%	-$263K	1.98%	8
2024 Q2	$3.82M	Buy	+52,529	New	+$3.87M	2.12%	8

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Heritage Family Offices reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.6% in Q2 2026, selling an estimated $258K and leaving 28,617 shares worth $2.76M. The position accounts for 1.07% of the portfolio, ranked #23.

Heritage Family Offices first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.83M in Q3 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Heritage Family Offices held 28,617 shares of iShares Core MSCI EAFE ETF worth $2.76M as of Q2 2026.
Heritage Family Offices sold 2,684 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $258K.
iShares Core MSCI EAFE ETF made up 1.07% of Heritage Family Offices's portfolio in Q2 2026, its #23 holding.
Heritage Family Offices first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core MSCI EAFE ETF position peaked at $3.83M in Q3 2024.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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