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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224M | Buy |
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|
2025
Q2 | $206M | Buy |
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|
2025
Q1 | $131M | Sell |
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|
2024
Q4 | $122M | Buy |
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|
2024
Q3 | $132M | Buy |
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|
2024
Q2 | $122M | Buy |
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|
2024
Q1 | $123M | Buy |
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|
2023
Q4 | $116M | Sell |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $111M | Sell |
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|
2023
Q1 | $111M | Buy |
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|
2022
Q4 | $101M | Buy |
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|
2022
Q3 | $83.8M | Buy |
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|
2022
Q2 | $91.4M | Sell |
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|
2022
Q1 | $116M | Buy |
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|
2021
Q4 | $60.7M | Buy |
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|
2021
Q3 | $56.5M | Buy |
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|
2021
Q2 | $54.1M | Buy |
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|
2021
Q1 | $38.6M | Buy |
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|
2020
Q4 | $32.9M | Sell |
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|
2020
Q3 | $28.7M | Sell |
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|
2020
Q2 | $27.7M | Sell |
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|
2020
Q1 | $28M | Sell |
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|
2019
Q4 | $38M | Buy |
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|
2019
Q3 | $33.3M | Buy |
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|
2019
Q2 | $32.1M | Buy |
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|
2019
Q1 | $31.1M | Buy |
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|
2018
Q4 | $26.5M | Buy |
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|
2018
Q3 | $980K | Buy |
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|
2018
Q2 | $470K | Buy |
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|
2018
Q1 | $482K | Buy |
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|
2017
Q4 | $446K | Hold |
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|
2017
Q3 | $433K | Hold |
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|
2017
Q2 | $411K | Hold |
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|
2017
Q1 | $391K | Hold |
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|
2016
Q4 | $362K | Buy |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $288K | Hold |
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|
2016
Q1 | $295K | Hold |
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|
2015
Q4 | $303K | Buy |
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