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Balance Wealth’s Harbor International Compounders ETF OSEA Stock Holding History

Balance Wealth’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-70,166
Closed -$1.86M – 115
2025
Q1 		$1.86M Buy
+70,166
New +$1.88M 1.21% 22

Other funds holding OSEA

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Balance Wealth's OSEA Position: Q2 2025 in Review

Balance Wealth sold out of Harbor International Compounders ETF (OSEA) in Q2 2025, closing a stake of 70,166 shares — an estimated $1.86M sold.

Balance Wealth first reported a position in OSEA in Q1 2025 and held it in 1 quarter. The position peaked at $1.86M in Q1 2025. 64 funds tracked by Wall St. Rank hold OSEA as of Q2 2025.

  • Balance Wealth reported no remaining Harbor International Compounders ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 70,166 Harbor International Compounders ETF shares in Q2 2025, an estimated $1.86M.
  • Balance Wealth first reported a position in Harbor International Compounders ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's Harbor International Compounders ETF position peaked at $1.86M in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.