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iShares MSCI EAFE Index Fund shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 116k 79.86
2023-12-31 $9.1M 121k 75.35
2022-12-31 $36M 542k 65.64
2022-09-30 $16M 278k 56.01
2022-06-30 $16M 249k 62.49
2022-03-31 $20M 272k 73.60
2021-09-30 $16M 199k 78.01
2021-06-30 $12M 155k 78.88
2021-03-31 $9.5M 125k 75.87