Morris Financial Concepts’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.5M	Buy	203,991 +8,814	+5%	+$823K	6.27%	3
2025 Q4	$17.5M	Buy	195,177 +2,624	+1%	+$232K	6.12%	3
2025 Q3	$16.8M	Buy	192,553 +500	+0.3%	+$42.5K	6.07%	3
2025 Q2	$16M	Buy	192,053 +664	+0.3%	+$52.7K	6.36%	3
2025 Q1	$14.5M	Buy	191,389 +2,229	+1%	+$167K	6.08%	3
2024 Q4	$13.3M	Buy	189,160 +710	+0.4%	+$52.4K	5.7%	4
2024 Q3	$14.7M	Buy	188,450 +6,656	+4%	+$498K	6.32%	3
2024 Q2	$13.2M	Buy	181,794 +7,287	+4%	+$536K	6.32%	3
2024 Q1	$13M	Buy	174,507 +12,753	+8%	+$908K	6.63%	3
2023 Q4	$11.4M	Buy	161,754 +15,962	+11%	+$1.05M	6.5%	4
2023 Q3	$9.38M	Buy	145,792 +3,295	+2%	+$221K	6.23%	4
2023 Q2	$9.62M	Buy	142,497 +6,563	+5%	+$445K	6.22%	4
2023 Q1	$9.09M	Buy	135,934 +11,971	+10%	+$785K	6.4%	4
2022 Q4	$7.64M	Buy	123,963 +33,951	+38%	+$2M	6.17%	4
2022 Q3	$4.74M	Buy	90,012 +76,098	+547%	+$4.47M	4.91%	5
2022 Q2	$819K	Buy	+13,914	New	+$893K	0.78%	25