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

Heritage Wealth Architects’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
Q3 		$371K Sell
3,564
-45
-1% -$4.77K 0.15% 48
2026
Q2 		$373K Sell
3,609
-194
-5% -$20K 0.15% 58
2026
Q1 		$388K Sell
3,803
-64
-2% -$6.4K 0.16% 57
2025
Q4 		$387K Buy
+3,867
New +$367K 0.18% 57

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Heritage Wealth Architects's EFA Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q3 2026, selling an estimated $4.77K and leaving 3,564 shares worth $371K. The position accounts for 0.15% of the portfolio, ranked #48.

Heritage Wealth Architects first reported a position in EFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $388K in Q1 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Heritage Wealth Architects held 3,564 shares of iShares MSCI EAFE ETF worth $371K as of Q3 2026.
  • Heritage Wealth Architects sold 45 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $4.77K.
  • iShares MSCI EAFE ETF made up 0.15% of Heritage Wealth Architects's portfolio in Q3 2026, its #48 holding.
  • Heritage Wealth Architects first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's iShares MSCI EAFE ETF position peaked at $388K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.