HWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Buy
16,932
+461
+3% +$38.5K 1.04% 19
2025
Q1 		$1.25M Buy
+16,471
New +$1.25M 1.21% 17