Heritage Wealth Management (Texas)’s iShares MSCI EAFE ETF EFA Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,627	Closed	-$378K	–	39
2025 Q1	$378K	Buy	4,627 +1,772	+62%	+$143K	0.22%	24
2024 Q4	$216K	Sell	2,855 -3,306	-54%	-$262K	0.13%	31
2024 Q3	$515K	Sell	6,161 -210	-3%	-$16.9K	0.3%	23
2024 Q2	$499K	Sell	6,371 -8,195	-56%	-$649K	0.31%	23
2024 Q1	$1.16M	Buy	14,566 +452	+3%	+$34.6K	0.76%	16
2023 Q4	$1.06M	Buy	+14,114	New	+$998K	0.75%	15

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Management (Texas)'s EFA Position: Q2 2025 in Review

Heritage Wealth Management (Texas) sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 4,627 shares — an estimated $378K sold.

Heritage Wealth Management (Texas) first reported a position in EFA in Q4 2023 and held it in 6 quarters. The position peaked at $1.16M in Q1 2024. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Heritage Wealth Management (Texas) reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Management (Texas) sold 4,627 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $378K.
Heritage Wealth Management (Texas) first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 6 quarters.
Heritage Wealth Management (Texas)'s iShares MSCI EAFE ETF position peaked at $1.16M in Q1 2024.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2025, filed 1 Aug 2025.