Morris Financial Concepts’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
192,053
+664
| +0.3% | +$55.4K | 6.36% | 3 |
|
|
2025
Q1 | $14.5M | Buy |
191,389
+2,229
| +1% | +$169K | 6.08% | 3 |
|
|
2024
Q4 | $13.3M | Buy |
189,160
+710
| +0.4% | +$49.9K | 5.7% | 4 |
|
|
2024
Q3 | $14.7M | Buy |
188,450
+6,656
| +4% | +$520K | 6.32% | 3 |
|
|
2024
Q2 | $13.2M | Buy |
181,794
+7,287
| +4% | +$529K | 6.32% | 3 |
|
|
2024
Q1 | $13M | Buy |
174,507
+12,753
| +8% | +$947K | 6.63% | 3 |
|
|
2023
Q4 | $11.4M | Buy |
161,754
+15,962
| +11% | +$1.12M | 6.5% | 4 |
|
|
2023
Q3 | $9.38M | Buy |
145,792
+3,295
| +2% | +$212K | 6.23% | 4 |
|
|
2023
Q2 | $9.62M | Buy |
142,497
+6,563
| +5% | +$443K | 6.22% | 4 |
|
|
2023
Q1 | $9.09M | Buy |
135,934
+11,971
| +10% | +$800K | 6.4% | 4 |
|
|
2022
Q4 | $7.64M | Buy |
123,963
+33,951
| +38% | +$2.09M | 6.17% | 4 |
|
|
2022
Q3 | $4.74M | Buy |
90,012
+76,098
| +547% | +$4.01M | 4.91% | 5 |
|
|
2022
Q2 | $819K | Buy |
+13,914
| New | +$819K | 0.78% | 25 |
|