Heritage Wealth Management (Arizona)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$3.82M	Sell
2024 Q1	$4.33M	Buy
2023 Q4	$3.68M	Buy
2022 Q4	$12.6M	Buy
2022 Q3	$5.17M	Buy
2022 Q2	$5.08M	Sell
2022 Q1	$6.13M	Buy
2021 Q3	$4.2M	Buy
2021 Q2	$2.79M	Buy
2021 Q1	$751K	Buy