Horan Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Horan Capital Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$535K	Buy	6,541 +175	+3%	+$14.3K	0.18%	72
2024 Q4	$481K	Buy	6,366 +891	+16%	+$67.4K	0.16%	73
2024 Q3	$458K	Hold	5,475	–	–	0.15%	81
2024 Q2	$429K	Hold	5,475	–	–	0.15%	80
2024 Q1	$437K	Buy	5,475 +210	+4%	+$16.8K	0.16%	79
2023 Q4	$397K	Hold	5,265	–	–	0.15%	82
2023 Q3	$363K	Hold	5,265	–	–	0.15%	85
2023 Q2	$382K	Hold	5,265	–	–	0.15%	80
2023 Q1	$377K	Hold	5,265	–	–	0.16%	80
2022 Q4	$346K	Buy	5,265 +25	+0.5%	+$1.64K	0.15%	76
2022 Q3	$293K	Hold	5,240	–	–	0.14%	77
2022 Q2	$327K	Sell	5,240 -220	-4%	-$13.7K	0.15%	72
2022 Q1	$402K	Buy	5,460 +5	+0.1%	+$368	0.16%	72
2021 Q4	$429K	Buy	5,455 +420	+8%	+$33K	0.17%	70
2021 Q3	$393K	Buy	5,035 +252	+5%	+$19.7K	0.17%	66
2021 Q2	$377K	Buy	4,783 +8	+0.2%	+$631	0.17%	66
2021 Q1	$362K	Hold	4,775	–	–	0.17%	64
2020 Q4	$348K	Hold	4,775	–	–	0.18%	65
2020 Q3	$304K	Hold	4,775	–	–	0.17%	63
2020 Q2	$291K	Sell	4,775 -425	-8%	-$25.9K	0.2%	61
2020 Q1	$278K	Sell	5,200 -170	-3%	-$9.09K	0.22%	58
2019 Q4	$373K	Hold	5,370	–	–	0.22%	57
2019 Q3	$350K	Sell	5,370 -1,800	-25%	-$117K	0.21%	58
2019 Q2	$471K	Hold	7,170	–	–	0.32%	54
2019 Q1	$465K	Hold	7,170	–	–	0.29%	54
2018 Q4	$421K	Sell	7,170 -190	-3%	-$11.2K	0.28%	54
2018 Q3	$500K	Buy	7,360 +2,735	+59%	+$186K	0.32%	50
2018 Q2	$310K	Sell	4,625 -60	-1%	-$4.02K	0.2%	54
2018 Q1	$326K	Hold	4,685	–	–	0.21%	53
2017 Q4	$329K	Sell	4,685 -3,357	-42%	-$236K	0.21%	52
2017 Q3	$551K	Buy	8,042 +10	+0.1%	+$685	0.34%	49
2017 Q2	$524K	Buy	8,032 +1,965	+32%	+$128K	0.36%	52
2017 Q1	$378K	Buy	6,067 +2,390	+65%	+$149K	0.27%	50
2016 Q4	$212K	Hold	3,677	–	–	0.16%	61
2016 Q3	$217K	Buy	+3,677	New	+$217K	0.17%	58
2016 Q1	–	Sell	-3,906	Closed	-$229K	–	63
2015 Q4	$229K	Buy	+3,906	New	+$229K	0.19%	56