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Duncan Williams Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
6,798
+43
+0.6% +$3.84K 0.19% 77
2025
Q1
$552K Hold
6,755
0.2% 80
2024
Q4
$511K Buy
6,755
+2,506
+59% +$189K 0.2% 83
2024
Q3
$355K Buy
+4,249
New +$355K 0.2% 87