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

Heritage Wealth Management (Ohio)’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 Q1	$431K	Buy	4,765 +34	+0.7%	+$3.17K	0.21%	108
2025 Q4	$423K	Buy	4,731 +599	+14%	+$53K	0.12%	167
2025 Q3	$361K	Buy	4,132 +104	+3%	+$8.84K	0.11%	174
2025 Q2	$336K	Sell	4,028 -51	-1%	-$4.05K	0.11%	176
2025 Q1	$309K	Buy	4,079 +598	+17%	+$44.7K	0.11%	180
2024 Q4	$245K	Buy	3,481 +187	+6%	+$13.8K	0.08%	204
2024 Q3	$257K	Sell	3,294 -3,704	-53%	-$277K	0.08%	197
2024 Q2	$520K	Buy	+6,998	New	+$515K	0.17%	127

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s IEFA Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.72% in Q1 2026, buying an estimated $3.17K and bringing the position to 4,765 shares worth $431K. The position accounts for 0.21% of the portfolio, ranked #108.

Heritage Wealth Management (Ohio) first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $520K in Q2 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Heritage Wealth Management (Ohio) held 4,765 shares of iShares Core MSCI EAFE ETF worth $431K as of Q1 2026.
Heritage Wealth Management (Ohio) bought 34 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.17K.
iShares Core MSCI EAFE ETF made up 0.21% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #108 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s iShares Core MSCI EAFE ETF position peaked at $520K in Q2 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.