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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
52,529
-5,788
-10% -$426K 2.12% 8
2024
Q1 		$4.33M Buy
58,317
+6,054
+12% +$431K 2.2% 9
2023
Q4 		$3.68M Buy
+52,263
New +$3.44M 1.99% 9
2022
Q4 		$12.6M Buy
204,806
+106,747
+109% +$6.28M 1.8% 10
2022
Q3 		$5.17M Buy
98,059
+11,784
+14% +$693K 1.66% 11
2022
Q2 		$5.08M Sell
86,275
-1,870
-2% -$120K 1.69% 10
2022
Q1 		$6.13M Buy
+88,145
New +$6.23M 1.66% 10
2021
Q3 		$4.2M Buy
56,536
+19,207
+51% +$1.46M 1.49% 10
2021
Q2 		$2.79M Buy
37,329
+26,904
+258% +$2.03M 1.06% 17
2021
Q1 		$751K Buy
+10,425
New +$745K 0.42% 56

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IEFA Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q2 2024, selling an estimated $426K and leaving 52,529 shares worth $3.82M. The position accounts for 2.12% of the portfolio, ranked #8.

Heritage Wealth Management (Arizona) first reported a position in IEFA in Q1 2021 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2022. 1,812 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 52,529 shares of iShares Core MSCI EAFE ETF worth $3.82M as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 5,788 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $426K.
  • iShares Core MSCI EAFE ETF made up 2.12% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #8 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 10 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Core MSCI EAFE ETF position peaked at $12.6M in Q4 2022.
  • 1,812 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.