Heritage Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $279M | Buy |
3,086,375
+227,620
| +8% | +$21.2M | 10.92% | 3 |
|
|
2025
Q4 | $256M | Buy |
2,858,755
+295,418
| +12% | +$26.1M | 9.77% | 2 |
|
|
2025
Q3 | $224M | Buy |
2,563,337
+92,518
| +4% | +$7.86M | 9.8% | 2 |
|
|
2025
Q2 | $206M | Buy |
2,470,819
+745,740
| +43% | +$59.2M | 9.8% | 2 |
|
|
2025
Q1 | $131M | Sell |
1,725,079
-7,601
| -0.4% | -$568K | 6.61% | 2 |
|
|
2024
Q4 | $122M | Buy |
1,732,680
+42,201
| +2% | +$3.11M | 6.04% | 2 |
|
|
2024
Q3 | $132M | Buy |
1,690,479
+11,948
| +0.7% | +$894K | 6.19% | 2 |
|
|
2024
Q2 | $122M | Buy |
1,678,531
+14,885
| +0.9% | +$1.1M | 5.5% | 3 |
|
|
2024
Q1 | $123M | Buy |
1,663,646
+15,987
| +1% | +$1.14M | 5.63% | 3 |
|
|
2023
Q4 | $116M | Sell |
1,647,659
-3,306
| -0.2% | -$218K | 5.76% | 3 |
|
|
2023
Q3 | $106M | Buy |
1,650,965
+8,790
| +0.5% | +$589K | 5.79% | 3 |
|
|
2023
Q2 | $111M | Sell |
1,642,175
-15,715
| -0.9% | -$1.07M | 5.87% | 3 |
|
|
2023
Q1 | $111M | Buy |
1,657,890
+21,154
| +1% | +$1.39M | 6.17% | 3 |
|
|
2022
Q4 | $101M | Buy |
1,636,736
+45,388
| +3% | +$2.67M | 5.84% | 3 |
|
|
2022
Q3 | $83.8M | Buy |
1,591,348
+38,069
| +2% | +$2.24M | 6.08% | 2 |
|
|
2022
Q2 | $91.4M | Sell |
1,553,279
-113,718
| -7% | -$7.3M | 6.35% | 2 |
|
|
2022
Q1 | $116M | Buy |
1,666,997
+853,544
| +105% | +$60.4M | 6.41% | 2 |
|
|
2021
Q4 | $60.7M | Buy |
813,453
+53,138
| +7% | +$3.99M | 3.33% | 4 |
|
|
2021
Q3 | $56.5M | Buy |
760,315
+37,987
| +5% | +$2.89M | 3.46% | 4 |
|
|
2021
Q2 | $54.1M | Buy |
722,328
+186,618
| +35% | +$14.1M | 3.33% | 4 |
|
|
2021
Q1 | $38.6M | Buy |
535,710
+59,482
| +12% | +$4.25M | 2.33% | 4 |
|
|
2020
Q4 | $32.9M | Sell |
476,228
-543
| -0.1% | -$35.1K | 2.06% | 5 |
|
|
2020
Q3 | $28.7M | Sell |
476,771
-7,750
| -2% | -$467K | 3.71% | 4 |
|
|
2020
Q2 | $27.7M | Sell |
484,521
-77,645
| -14% | -$4.21M | 3.87% | 4 |
|
|
2020
Q1 | $28M | Sell |
562,166
-20,460
| -4% | -$1.22M | 5.03% | 4 |
|
|
2019
Q4 | $38M | Buy |
582,626
+37,527
| +7% | +$2.38M | 5.02% | 4 |
|
|
2019
Q3 | $33.3M | Buy |
545,099
+21,902
| +4% | +$1.32M | 4.91% | 4 |
|
|
2019
Q2 | $32.1M | Buy |
523,197
+12,100
| +2% | +$741K | 4.92% | 4 |
|
|
2019
Q1 | $31.1M | Buy |
511,097
+29,706
| +6% | +$1.75M | 5.1% | 4 |
|
|
2018
Q4 | $26.5M | Buy |
481,391
+466,087
| +3,046% | +$27.3M | 5.17% | 4 |
|
|
2018
Q3 | $980K | Buy |
15,304
+7,872
| +106% | +$502K | 0.19% | 52 |
|
|
2018
Q2 | $470K | Buy |
7,432
+125
| +2% | +$8.27K | 0.18% | 75 |
|
|
2018
Q1 | $482K | Buy |
7,307
+567
| +8% | +$38.1K | 0.2% | 69 |
|
|
2017
Q4 | $446K | Hold |
6,740
| – | – | 0.19% | 76 |
|
|
2017
Q3 | $433K | Hold |
6,740
| – | – | 0.22% | 65 |
|
|
2017
Q2 | $411K | Hold |
6,740
| – | – | 0.21% | 64 |
|
|
2017
Q1 | $391K | Hold |
6,740
| – | – | 0.21% | 65 |
|
|
2016
Q4 | $362K | Buy |
6,740
+2,030
| +43% | +$109K | 0.24% | 57 |
|
|
2016
Q3 | $259K | Sell |
4,710
-850
| -15% | -$45.9K | 0.18% | 72 |
|
|
2016
Q2 | $288K | Hold |
5,560
| – | – | 0.19% | 71 |
|
|
2016
Q1 | $295K | Hold |
5,560
| – | – | 0.23% | 61 |
|
|
2015
Q4 | $303K | Buy |
+5,560
| New | +$308K | 0.26% | 57 |
|
Other funds holding IEFA
Heritage Wealth Advisors's IEFA Position: Q1 2026 in Review
Heritage Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q1 2026, buying an estimated $21.2M and bringing the position to 3,086,375 shares worth $279M. The position accounts for 10.92% of the portfolio, ranked #3.
Heritage Wealth Advisors first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Heritage Wealth Advisors held 3,086,375 shares of iShares Core MSCI EAFE ETF worth $279M as of Q1 2026.
- Heritage Wealth Advisors bought 227,620 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $21.2M.
- iShares Core MSCI EAFE ETF made up 10.92% of Heritage Wealth Advisors's portfolio in Q1 2026, its #3 holding.
- Heritage Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.