Morris Financial Concepts, Inc. Ishares Tr Msci Eafe ETF Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 23,843 shares of EFA stock, worth $1.97 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

23,843

Previous 21,080 13.11%

Holding current value

$1.97 Million

Previous $1.76 Million 2.27%

% of portfolio

0.78%

Previous 0.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$75.1 - $82.99 $207,501 - $229,301	2,763 Added 13.11%	23,843 $1.8 Million
Q3 2024 Oct 30, 2024	BUY	$75.32 - $84.37 $70,499 - $78,970	936 Added 4.65%	21,080 $1.76 Million
Q2 2024 Jul 29, 2024	BUY	$76.09 - $82.16 $18,718 - $20,211	246 Added 1.24%	20,144 $1.58 Million
Q1 2024 Apr 18, 2024	SELL	$73.11 - $80.04 $57,391 - $62,831	-785 Reduced 3.8%	19,898 $1.59 Million
Q4 2023 Jan 29, 2024	BUY	$65.84 - $75.47 $5,925 - $6,792	90 Added 0.44%	20,683 $1.56 Million
Q3 2023 Oct 24, 2023	SELL	$68.56 - $74.46 $19,059 - $20,699	-278 Reduced 1.33%	20,593 $1.42 Million
Q2 2023 Aug 09, 2023	SELL	$70.67 - $73.9 $93,425 - $97,695	-1,322 Reduced 5.96%	20,871 $1.51 Million
Q1 2023 May 10, 2023	SELL	$66.22 - $72.19 $174,688 - $190,437	-2,638 Reduced 10.62%	22,193 $1.59 Million
Q4 2022 Jan 19, 2023	SELL	$55.71 - $67.79 $278,494 - $338,882	-4,999 Reduced 16.76%	24,831 $0
Q3 2022 Oct 25, 2022	SELL	$55.54 - $66.76 $781,503 - $939,379	-14,071 Reduced 32.05%	29,830 $1.67 Million
Q2 2022 Jul 25, 2022	BUY	$61.48 - $74.59 $227,353 - $275,833	3,698 Added 9.2%	43,901 $2.74 Million
Q1 2022 Apr 29, 2022	BUY	$66.84 - $79.66 $401,441 - $478,437	6,006 Added 17.56%	40,203 $2.96 Million
Q4 2021 Feb 15, 2022	BUY	$76.4 - $81.83 $2.61 Million - $2.8 Million	34,197 New	34,197 $2.69 Million

Others Institutions Holding EFA

# of Institutions

2,217

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. Ishares Tr Msci Eafe ETF Transaction History