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
2025 Q3	$361K	Buy
2025 Q2	$336K	Sell
2025 Q1	$309K	Buy
2024 Q4	$245K	Buy
2024 Q3	$257K	Sell
2024 Q2	$520K	Buy