Heritage Wealth Management (Texas)’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,627
| Closed | -$378K | – | 39 |
|
|
2025
Q1 | $378K | Buy |
4,627
+1,772
| +62% | +$145K | 0.22% | 24 |
|
|
2024
Q4 | $216K | Sell |
2,855
-3,306
| -54% | -$250K | 0.13% | 31 |
|
|
2024
Q3 | $515K | Sell |
6,161
-210
| -3% | -$17.6K | 0.3% | 23 |
|
|
2024
Q2 | $499K | Sell |
6,371
-8,195
| -56% | -$642K | 0.31% | 23 |
|
|
2024
Q1 | $1.16M | Buy |
14,566
+452
| +3% | +$36.1K | 0.76% | 16 |
|
|
2023
Q4 | $1.06M | Buy |
+14,114
| New | +$1.06M | 0.75% | 15 |
|