Morling Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,443
-249
| -7% | -$22.3K | 0.1% | 58 |
|
|
2025
Q1 | $302K | Buy |
3,692
+70
| +2% | +$5.72K | 0.1% | 68 |
|
|
2024
Q4 | $274K | Buy |
3,622
+309
| +9% | +$23.4K | 0.1% | 63 |
|
|
2024
Q3 | $277K | Hold |
3,313
| – | – | 0.11% | 59 |
|
|
2024
Q2 | $260K | Sell |
3,313
-220
| -6% | -$17.2K | 0.11% | 53 |
|
|
2024
Q1 | $282K | Sell |
3,533
-30
| -0.8% | -$2.4K | 0.16% | 54 |
|
|
2023
Q4 | $268K | Buy |
3,563
+30
| +0.8% | +$2.26K | 0.22% | 47 |
|
|
2023
Q3 | $243K | Hold |
3,533
| – | – | 0.24% | 45 |
|
|
2023
Q2 | $256K | Hold |
3,533
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $253K | Hold |
3,533
| – | – | 0.27% | 45 |
|
|
2022
Q4 | $232K | Buy |
3,533
+3,474
| +5,888% | +$228K | 0.3% | 46 |
|
|
2022
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 66 |
|
|
2022
Q2 | $4K | Hold |
59
| – | – | 0.01% | 70 |
|
|
2022
Q1 | $4K | Hold |
59
| – | – | 0.01% | 78 |
|
|
2021
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 75 |
|