Univest Financial’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
Sell
-4,300
Closed -$351K 274
2025
Q1
$351K Hold
4,300
0.02% 226
2024
Q4
$325K Hold
4,300
0.02% 236
2024
Q3
$360K Buy
+4,300
New +$360K 0.02% 225