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

Heritage Trust’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
2025 Q2	$2.06M	Sell
2025 Q1	$1.88M	Sell
2024 Q4	$2.13M	Buy
2024 Q2	$2.56M	Sell
2024 Q1	$2.73M	Sell
2023 Q4	$2.6M	Sell
2023 Q3	$2.5M	Sell
2023 Q2	$2.67M	Sell
2023 Q1	$2.71M	Buy
2022 Q4	$2.48M	Sell
2022 Q3	$2.13M	Sell
2022 Q2	$2.39M	Sell
2022 Q1	$2.85M	Sell
2021 Q4	$3.07M	Buy
2021 Q3	$2.96M	Sell
2021 Q2	$3.01M	Sell
2021 Q1	$3.09M	Sell
2020 Q4	$2.97M	Sell
2020 Q3	$2.66M	Sell
2020 Q2	$2.54M	Sell
2020 Q1	$2.28M	Sell
2019 Q4	$3.53M	Sell
2019 Q3	$3.34M	Buy
2019 Q2	$3.32M	Buy
2019 Q1	$2.92M	Buy
2018 Q4	$2.61M	Buy
2018 Q3	$2.94M	Hold
2018 Q2	$2.91M	Buy
2018 Q1	$2.98M	Buy
2017 Q4	$2.99M	Sell
2017 Q3	$2.92M	Buy
2017 Q2	$2.34M	Buy
2017 Q1	$2.18M	Buy