ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,858,755 Value ($000) $255,744 Avg Close Range
Q3 2025
Shares 2,563,337 Value ($000) $223,805 Avg Close Range
Q2 2025
Shares 2,470,819 Value ($000) $206,264 Avg Close Range
Q1 2025
Shares 1,725,079 Value ($000) $130,502 Avg Close Range
Q4 2024
Shares 1,732,680 Value ($000) $121,773 Avg Close Range
Q3 2024
Shares 1,690,479 Value ($000) $131,942 Avg Close Range
Q2 2024
Shares 1,678,531 Value ($000) $121,928 Avg Close Range
Q1 2024
Shares 1,663,646 Value ($000) $123,476 Avg Close Range
Q4 2023
Shares 1,647,659 Value ($000) $115,913 Avg Close Range
Q3 2023
Shares 1,650,965 Value ($000) $106,240 Avg Close Range
Q2 2023
Shares 1,642,175 Value ($000) $110,847 Avg Close Range
Q1 2023
Shares 1,657,890 Value ($000) $110,830 Avg Close Range
Q4 2022
Shares 1,636,736 Value ($000) $100,888 Avg Close Range
Q3 2022
Shares 1,591,348 Value ($000) $83,816 Avg Close Range
Q2 2022
Shares 1,553,279 Value ($000) $91,410 Avg Close Range
Q1 2022
Shares 1,666,997 Value ($000) $115,873 Avg Close Range
Q4 2021
Shares 813,453 Value ($000) $60,716 Avg Close Range
Q3 2021
Shares 760,315 Value ($000) $56,453,380 Avg Close Range
Q2 2021
Shares 722,328 Value ($000) $54,073,479 Avg Close Range
Q1 2021
Shares 535,710 Value ($000) $38,597,921 Avg Close Range
Q4 2020
Shares 476,228 Value ($000) $32,903 Avg Close Range
Q3 2020
Shares 476,771 Value ($000) $28,739,768 Avg Close Range
Q2 2020
Shares 484,521 Value ($000) $27,695,241 Avg Close Range
Q1 2020
Shares 562,166 Value ($000) $28,046,486 Avg Close Range
Q4 2019
Shares 582,626 Value ($000) $38,010,529 Avg Close Range
Q3 2019
Shares 545,099 Value ($000) $33,289 Avg Close Range
Q2 2019
Shares 523,197 Value ($000) $32,124,306 Avg Close Range
Q1 2019
Shares 511,097 Value ($000) $31,059,352 Avg Close Range
Q4 2018
Shares 481,391 Value ($000) $26,476 Avg Close Range
Q3 2018
Shares 15,304 Value ($000) $980 Avg Close Range
Q2 2018
Shares 7,432 Value ($000) $470 Avg Close Range
Q1 2018
Shares 7,307 Value ($000) $482 Avg Close Range
Q4 2017
Shares 6,740 Value ($000) $446 Avg Close Range
Q3 2017
Shares 6,740 Value ($000) $433 Avg Close Range
Q2 2017
Shares 6,740 Value ($000) $411 Avg Close Range
Q1 2017
Shares 6,740 Value ($000) $391 Avg Close Range
Q4 2016
Shares 6,740 Value ($000) $362 Avg Close Range
Q3 2016
Shares 4,710 Value ($000) $259 Avg Close Range
Q2 2016
Shares 5,560 Value ($000) $288 Avg Close Range
Q1 2016
Shares 5,560 Value ($000) $295 Avg Close Range
Q4 2015
Shares 5,560 Value ($000) $303 Avg Close Range