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 Q2	$446K	Sell	4,623 -142	-3%	-$13.6K	0.11%	177
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s IEFA Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q2 2026, selling an estimated $13.6K and leaving 4,623 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #177.

Heritage Wealth Management (Ohio) first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $520K in Q2 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,623 shares of iShares Core MSCI EAFE ETF worth $446K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 142 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.6K.
iShares Core MSCI EAFE ETF made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #177 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s iShares Core MSCI EAFE ETF position peaked at $520K in Q2 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.