A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 6,161 shares of EFA stock, worth $468,913. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,161
Previous 6,371 3.3%
Holding current value
$468,913
Previous $499 Million 3.25%
% of portfolio
0.3%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$75.32 - $84.37 $15,817 - $17,717
-210 Reduced 3.3%
6,161 $515 Million
Q2 2024

Jul 30, 2024

SELL
$76.09 - $82.16 $623,557 - $673,301
-8,195 Reduced 56.26%
6,371 $499 Million
Q1 2024

Apr 25, 2024

BUY
$73.11 - $80.04 $33,045 - $36,178
452 Added 3.2%
14,566 $1.16 Billion
Q4 2023

Jan 24, 2024

BUY
$65.84 - $75.47 $929,265 - $1.07 Million
14,114 New
14,114 $1.06 Billion

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.