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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Investment Group's EFA Position: Q3 2022 in Review

Heritage Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 3,522 shares — an estimated $220K sold.

Heritage Investment Group first reported a position in EFA in Q4 2021 and held it in 3 quarters. The position peaked at $272K in Q1 2022. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

  • Heritage Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Investment Group sold 3,522 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $220K.
  • Heritage Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 3 quarters.
  • Heritage Investment Group's iShares MSCI EAFE ETF position peaked at $272K in Q1 2022.
  • 1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Heritage Investment Group's 13F filing for Q3 2022, filed 7 Nov 2022.