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

Heritage Wealth Architects’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Hold	17,661	–	–	0.68%	20
2026 Q1	$1.68M	Sell	17,661 -508	-3%	-$47.4K	0.7%	22
2025 Q4	$1.7M	Buy	18,169 +2,054	+13%	+$182K	0.79%	19
2025 Q3	$1.41M	Sell	16,115 -817	-5%	-$69.4K	0.87%	22
2025 Q2	$1.41M	Buy	16,932 +461	+3%	+$36.6K	1.04%	19
2025 Q1	$1.25M	Buy	+16,471	New	+$1.23M	1.21%	17

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Heritage Wealth Architects held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 17,661 shares worth $1.7M. The position accounts for 0.68% of the portfolio, ranked #20.

Heritage Wealth Architects first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Heritage Wealth Architects held 17,661 shares of iShares Core MSCI EAFE ETF worth $1.7M as of Q2 2026.
Heritage Wealth Architects left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.68% of Heritage Wealth Architects's portfolio in Q2 2026, its #20 holding.
Heritage Wealth Architects first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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