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Clarity Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$729K Buy
8,151
+895
+12% +$80K 0.08% 57
2025
Q1
$593K Buy
7,256
+1,200
+20% +$98.1K 0.07% 57
2024
Q4
$458K Sell
6,056
-1,478
-20% -$112K 0.05% 72
2024
Q3
$630K Hold
7,534
0.07% 74
2024
Q2
$590K Sell
7,534
-99
-1% -$7.76K 0.09% 62
2024
Q1
$610K Sell
7,633
-382
-5% -$30.5K 0.09% 62
2023
Q4
$604K Buy
8,015
+2,900
+57% +$219K 0.1% 56
2023
Q3
$353K Buy
+5,115
New +$353K 0.06% 80
2023
Q1
Sell
-8,379
Closed -$550K 47
2022
Q4
$550K Buy
8,379
+2,524
+43% +$166K 0.11% 58
2022
Q3
$328K Buy
+5,855
New +$328K 0.08% 65