iShares MSCI EAFE Index Fund shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas 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, Inc./Texas consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares MSCI EAFE Index Fund by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $515k | 6.2k | 83.62 |
| 2024-06-30 | $499k | 6.4k | 78.32 |
| 2024-03-31 | $1.2M | 15k | 79.86 |
| 2023-12-31 | $1.1M | 14k | 75.35 |
More positions owned by Heritage Wealth Management, Inc./Texas
View all positions for Heritage Wealth Management, Inc./Texas