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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$336K	Sell	4,028 -51	-1%	-$4.26K	0.11%	176
2025 Q1	$309K	Buy	4,079 +598	+17%	+$45.2K	0.11%	180
2024 Q4	$245K	Buy	3,481 +187	+6%	+$13.1K	0.08%	204
2024 Q3	$257K	Sell	3,294 -3,704	-53%	-$289K	0.08%	197
2024 Q2	$520K	Buy	+6,998	New	+$520K	0.17%	127