KOC
Koss-Olinger Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $719K | Sell |
8,040
-11
| -0.1% | -$983 | 0.06% | 155 |
|
2025
Q1 | $658K | Buy |
+8,051
| New | +$658K | 0.06% | 152 |
|
2024
Q4 | – | Sell |
-5,700
| Closed | -$477K | – | 218 |
|
2024
Q3 | $477K | Buy |
5,700
+56
| +1% | +$4.69K | 0.04% | 167 |
|
2024
Q2 | $442K | Buy |
+5,644
| New | +$442K | 0.04% | 162 |
|
2024
Q1 | – | Sell |
-8,056
| Closed | -$607K | – | 118 |
|
2023
Q4 | $607K | Sell |
8,056
-134
| -2% | -$10.1K | 0.06% | 130 |
|
2023
Q3 | $564K | Buy |
8,190
+921
| +13% | +$63.4K | 0.08% | 122 |
|
2023
Q2 | $527K | Buy |
7,269
+637
| +10% | +$46.2K | 0.06% | 130 |
|
2023
Q1 | $474K | Sell |
6,632
-1,736
| -21% | -$124K | 0.06% | 133 |
|
2022
Q4 | $549K | Sell |
8,368
-1,695
| -17% | -$111K | 0.08% | 114 |
|
2022
Q3 | $564K | Buy |
10,063
+2,066
| +26% | +$116K | 0.1% | 90 |
|
2022
Q2 | $500K | Sell |
7,997
-143
| -2% | -$8.94K | 0.09% | 83 |
|
2022
Q1 | $599K | Sell |
8,140
-461
| -5% | -$33.9K | 0.1% | 91 |
|
2021
Q4 | $677K | Buy |
8,601
+3,012
| +54% | +$237K | 0.1% | 78 |
|
2021
Q3 | $436K | Sell |
5,589
-100
| -2% | -$7.8K | 0.07% | 127 |
|
2021
Q2 | $449K | Buy |
5,689
+200
| +4% | +$15.8K | 0.07% | 148 |
|
2021
Q1 | $416K | Buy |
+5,489
| New | +$416K | 0.07% | 145 |
|