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
2025 Q1	$378K	Buy
2024 Q4	$216K	Sell
2024 Q3	$515K	Sell
2024 Q2	$499K	Sell
2024 Q1	$1.16M	Buy
2023 Q4	$1.06M	Buy