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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
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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Heritage Wealth Architects's EFA Position: Q2 2026 in Review

Heritage Wealth Architects reduced its iShares MSCI EAFE ETF (EFA) stake by 5.1% in Q2 2026, selling an estimated $20K and leaving 3,609 shares worth $373K. The position accounts for 0.15% of the portfolio, ranked #58.

Heritage Wealth Architects first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q1 2026. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Heritage Wealth Architects held 3,609 shares of iShares MSCI EAFE ETF worth $373K as of Q2 2026.
  • Heritage Wealth Architects sold 194 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $20K.
  • iShares MSCI EAFE ETF made up 0.15% of Heritage Wealth Architects's portfolio in Q2 2026, its #58 holding.
  • Heritage Wealth Architects first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Architects's iShares MSCI EAFE ETF position peaked at $388K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.