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Heritage Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Heritage Investment Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+1,952
New +$201K 0.03% 132
2022
Q3 		– Sell
-3,522
Closed -$220K – 77
2022
Q2 		$220K Sell
3,522
-170
-5% -$11.6K 0.13% 73
2022
Q1 		$272K Buy
3,692
+1,107
+43% +$82.8K 0.2% 69
2021
Q4 		$203K Buy
+2,585
New +$205K 0.16% 75

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Heritage Investment Group's EFA Position: Q2 2026 in Review

Heritage Investment Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,952 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: Heritage Investment Group previously reported a position in EFA as recently as Q2 2022.

Heritage Investment Group first reported a position in EFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $272K in Q1 2022. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Heritage Investment Group held 1,952 shares of iShares MSCI EAFE ETF worth $203K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Heritage Investment Group position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #132 holding.
  • Heritage Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
  • Heritage Investment Group's iShares MSCI EAFE ETF position peaked at $272K in Q1 2022.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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