Morris Financial Concepts’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 | $2.37M | Sell |
26,533
-944
| -3% | -$84.4K | 0.94% | 19 |
|
|
2025
Q1 | $2.25M | Buy |
27,477
+3,634
| +15% | +$297K | 0.94% | 17 |
|
|
2024
Q4 | $1.8M | Buy |
23,843
+2,763
| +13% | +$209K | 0.77% | 21 |
|
|
2024
Q3 | $1.76M | Buy |
21,080
+936
| +5% | +$78.3K | 0.76% | 24 |
|
|
2024
Q2 | $1.58M | Buy |
20,144
+246
| +1% | +$19.3K | 0.76% | 25 |
|
|
2024
Q1 | $1.59M | Sell |
19,898
-785
| -4% | -$62.7K | 0.81% | 23 |
|
|
2023
Q4 | $1.56M | Buy |
20,683
+90
| +0.4% | +$6.78K | 0.89% | 25 |
|
|
2023
Q3 | $1.42M | Sell |
20,593
-278
| -1% | -$19.2K | 0.94% | 25 |
|
|
2023
Q2 | $1.51M | Sell |
20,871
-1,322
| -6% | -$95.8K | 0.98% | 22 |
|
|
2023
Q1 | $1.59M | Sell |
22,193
-2,638
| -11% | -$189K | 1.12% | 20 |
|
|
2022
Q4 | $1.63M | Sell |
24,831
-4,999
| -17% | -$328K | 1.32% | 17 |
|
|
2022
Q3 | $1.67M | Sell |
29,830
-14,071
| -32% | -$788K | 1.73% | 14 |
|
|
2022
Q2 | $2.74M | Buy |
43,901
+3,698
| +9% | +$231K | 2.61% | 8 |
|
|
2022
Q1 | $2.96M | Buy |
40,203
+6,006
| +18% | +$442K | 2.47% | 11 |
|
|
2021
Q4 | $2.69M | Buy |
+34,197
| New | +$2.69M | 2.24% | 12 |
|