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Heritage Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Heritage Wealth Advisors’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
Q1 		$1.34M Sell
13,806
-152,109
-92% -$15.2M 0.05% 67
2025
Q4 		$15.9M Sell
165,915
-44
-0% -$4.17K 0.61% 31
2025
Q3 		$15.5M Hold
165,959
– – 0.68% 29
2025
Q2 		$14.8M Sell
165,959
-2,533
-2% -$216K 0.7% 29
2025
Q1 		$13.8M Sell
168,492
-10
-0% -$806 0.7% 29
2024
Q4 		$12.7M Sell
168,502
-2,270
-1% -$180K 0.63% 30
2024
Q3 		$14.3M Sell
170,772
-2,918
-2% -$235K 0.67% 32
2024
Q2 		$13.6M Sell
173,690
-188
-0.1% -$14.9K 0.61% 34
2024
Q1 		$13.9M Sell
173,878
-494
-0.3% -$37.8K 0.63% 34
2023
Q4 		$13.1M Sell
174,372
-1,322
-0.8% -$93.4K 0.65% 34
2023
Q3 		$12.1M Sell
175,694
-100
-0.1% -$7.16K 0.66% 31
2023
Q2 		$12.7M Buy
175,794
+2,356
+1% +$171K 0.67% 31
2023
Q1 		$12.4M Buy
173,438
+500
+0.3% +$35K 0.69% 30
2022
Q4 		$11.4M Buy
172,938
+250
+0.1% +$15.7K 0.66% 32
2022
Q3 		$9.67M Buy
172,688
+8,560
+5% +$534K 0.7% 31
2022
Q2 		$10.3M Buy
164,128
+16,804
+11% +$1.14M 0.71% 31
2022
Q1 		$10.8M Buy
147,324
+132,370
+885% +$9.9M 0.6% 32
2021
Q4 		$1.18M Buy
14,954
+308
+2% +$24.4K 0.06% 83
2021
Q3 		$1.14M Sell
14,646
-5,300
-27% -$424K 0.07% 76
2021
Q2 		$1.57M Hold
19,946
– – 0.1% 65
2021
Q1 		$1.51M Sell
19,946
-902
-4% -$67.9K 0.09% 65
2020
Q4 		$1.52M Buy
20,848
+8
+0% +$547 0.1% 69
2020
Q3 		$1.33M Sell
20,840
-345
-2% -$22.1K 0.17% 50
2020
Q2 		$1.29M Sell
21,185
-5,169
-20% -$299K 0.18% 51
2020
Q1 		$1.41M Buy
26,354
+2,345
+10% +$149K 0.25% 46
2019
Q4 		$1.67M Buy
24,009
+84
+0.4% +$5.67K 0.22% 41
2019
Q3 		$1.56M Buy
23,925
+8,301
+53% +$535K 0.23% 43
2019
Q2 		$1.03M Buy
15,624
+264
+2% +$17.3K 0.16% 65
2019
Q1 		$996K Buy
15,360
+165
+1% +$10.4K 0.16% 57
2018
Q4 		$893K Buy
15,195
+9
+0.1% +$562 0.17% 56
2018
Q3 		$1.03M Hold
15,186
– – 0.2% 51
2018
Q2 		$1.02M Buy
15,186
+16
+0.1% +$1.12K 0.38% 48
2018
Q1 		$1.06M Sell
15,170
-150
-1% -$10.7K 0.44% 46
2017
Q4 		$1.08M Buy
15,320
+2,008
+15% +$140K 0.46% 46
2017
Q3 		$912K Buy
13,312
+150
+1% +$10K 0.46% 47
2017
Q2 		$859K Buy
13,162
+682
+5% +$44.1K 0.44% 46
2017
Q1 		$778K Buy
12,480
+3,750
+43% +$227K 0.42% 46
2016
Q4 		$505K Buy
8,730
+589
+7% +$34K 0.33% 45
2016
Q3 		$482K Buy
8,141
+1,250
+18% +$72.5K 0.33% 43
2016
Q2 		$386K Sell
6,891
-1,501
-18% -$86.4K 0.26% 53
2016
Q1 		$481K Hold
8,392
– – 0.38% 37
2015
Q4 		$494K Buy
8,392
+780
+10% +$47K 0.42% 34
2015
Q3 		$437K Hold
7,612
– – 0.38% 36
2015
Q2 		$484K Buy
7,612
+1,519
+25% +$101K 0.4% 47
2015
Q1 		$392K Sell
6,093
-4,679
-43% -$295K 0.32% 58
2014
Q4 		$656K Sell
10,772
-18,318
-63% -$1.14M 0.59% 32
2014
Q3 		$1.86M Sell
29,090
-5,432
-16% -$362K 1.94% 8
2014
Q2 		$2.36M Buy
34,522
+5,434
+19% +$372K 2.53% 7
2014
Q1 		$1.96M Sell
29,088
-202
-0.7% -$13.3K 2.26% 8
2013
Q4 		$1.97M Buy
+29,290
New +$1.91M 2.48% 8

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Advisors's EFA Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 92% in Q1 2026, selling an estimated $15.2M and leaving 13,806 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #67.

Heritage Wealth Advisors first reported a position in EFA in Q4 2013 and has held it in 50 quarters since. The position peaked at $15.9M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Heritage Wealth Advisors held 13,806 shares of iShares MSCI EAFE ETF worth $1.34M as of Q1 2026.
  • Heritage Wealth Advisors sold 152,109 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $15.2M.
  • iShares MSCI EAFE ETF made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Heritage Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's iShares MSCI EAFE ETF position peaked at $15.9M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.