Horan Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $535K | Buy |
6,541
+175
| +3% | +$14.1K | 0.18% | 72 |
|
|
2024
Q4 | $481K | Buy |
6,366
+891
| +16% | +$70.6K | 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% | +$16.1K | 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% | +$1.57K | 0.15% | 76 |
|
|
2022
Q3 | $293K | Hold |
5,240
| – | – | 0.14% | 77 |
|
|
2022
Q2 | $327K | Sell |
5,240
-220
| -4% | -$15K | 0.15% | 72 |
|
|
2022
Q1 | $402K | Buy |
5,460
+5
| +0.1% | +$374 | 0.16% | 72 |
|
|
2021
Q4 | $429K | Buy |
5,455
+420
| +8% | +$33.3K | 0.17% | 70 |
|
|
2021
Q3 | $393K | Buy |
5,035
+252
| +5% | +$20.2K | 0.17% | 66 |
|
|
2021
Q2 | $377K | Buy |
4,783
+8
| +0.2% | +$636 | 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% | -$24.6K | 0.2% | 61 |
|
|
2020
Q1 | $278K | Sell |
5,200
-170
| -3% | -$10.8K | 0.22% | 58 |
|
|
2019
Q4 | $373K | Hold |
5,370
| – | – | 0.22% | 57 |
|
|
2019
Q3 | $350K | Sell |
5,370
-1,800
| -25% | -$116K | 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% | -$11.9K | 0.28% | 54 |
|
|
2018
Q3 | $500K | Buy |
7,360
+2,735
| +59% | +$185K | 0.32% | 50 |
|
|
2018
Q2 | $310K | Sell |
4,625
-60
| -1% | -$4.21K | 0.2% | 54 |
|
|
2018
Q1 | $326K | Hold |
4,685
| – | – | 0.21% | 53 |
|
|
2017
Q4 | $329K | Sell |
4,685
-3,357
| -42% | -$233K | 0.21% | 52 |
|
|
2017
Q3 | $551K | Buy |
8,042
+10
| +0.1% | +$669 | 0.34% | 49 |
|
|
2017
Q2 | $524K | Buy |
8,032
+1,965
| +32% | +$127K | 0.36% | 52 |
|
|
2017
Q1 | $378K | Buy |
6,067
+2,390
| +65% | +$144K | 0.27% | 50 |
|
|
2016
Q4 | $212K | Hold |
3,677
| – | – | 0.16% | 61 |
|
|
2016
Q3 | $217K | Buy |
+3,677
| New | +$213K | 0.17% | 58 |
|
|
2016
Q1 | – | Sell |
-3,906
| Closed | -$229K | – | 63 |
|
|
2015
Q4 | $229K | Buy |
+3,906
| New | +$235K | 0.19% | 56 |
|
Other funds holding EFA
NMIMC
Horan Capital Advisors's EFA Position: Q1 2025 in Review
Horan Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2025, buying an estimated $14.1K and bringing the position to 6,541 shares worth $535K. The position accounts for 0.18% of the portfolio, ranked #72.
Horan Capital Advisors first reported a position in EFA in Q4 2015 and has held it in 36 quarters since. The position peaked at $551K in Q3 2017. 1,960 funds tracked by Wall St. Rank hold EFA as of Q1 2025.
- Horan Capital Advisors held 6,541 shares of iShares MSCI EAFE ETF worth $535K as of Q1 2025.
- Horan Capital Advisors bought 175 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $14.1K.
- iShares MSCI EAFE ETF made up 0.18% of Horan Capital Advisors's portfolio in Q1 2025, its #72 holding.
- Horan Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 36 quarters since.
- Horan Capital Advisors's iShares MSCI EAFE ETF position peaked at $551K in Q3 2017.
- 1,960 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.
Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.