HWA
EUAD

Heritage Wealth Advisors’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Heritage Wealth Advisors’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.5K Hold
841
– – ﹤0.01% 373
2026
Q1 		$34.3K Hold
841
– – ﹤0.01% 379
2025
Q4 		$35.4K Hold
841
– – ﹤0.01% 350
2025
Q3 		$39.5K Hold
841
– – ﹤0.01% 320
2025
Q2 		$36.3K Hold
841
– – ﹤0.01% 322
2025
Q1 		$28.2K Buy
+841
New +$24.8K ﹤0.01% 344

Other funds holding EUAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Advisors's EUAD Position: Q2 2026 in Review

Heritage Wealth Advisors held its Select STOXX Europe Aerospace & Defense ETF (EUAD) position steady in Q2 2026 at 841 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Heritage Wealth Advisors first reported a position in EUAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.5K in Q3 2025. 180 funds tracked by Wall St. Rank hold EUAD as of Q2 2026.

  • Heritage Wealth Advisors held 841 shares of Select STOXX Europe Aerospace & Defense ETF worth $35.5K as of Q2 2026.
  • Heritage Wealth Advisors left its Select STOXX Europe Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Select STOXX Europe Aerospace & Defense ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #373 holding.
  • Heritage Wealth Advisors first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Select STOXX Europe Aerospace & Defense ETF position peaked at $39.5K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.