Stephenson & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$958K Hold
2025
Q2
$917K Sell
2025
Q1
$842K Hold
2024
Q4
$779K Hold
2024
Q3
$862K Hold
2024
Q2
$807K Hold
2024
Q1
$823K Buy
2023
Q4
$746K Buy