BOPW
Brandywine Oak Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
12,717
| – | – | 0.11% | 96 |
|
|
2025
Q1 | $1.04M | Sell |
12,717
-26
| -0.2% | -$2.13K | 0.1% | 98 |
|
|
2024
Q4 | $963K | Hold |
12,743
| – | – | 0.09% | 101 |
|
|
2024
Q3 | $1.07M | Hold |
12,743
| – | – | 0.1% | 98 |
|
|
2024
Q2 | $998K | Hold |
12,743
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $1.02M | Hold |
12,743
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $960K | Hold |
12,743
| – | – | 0.11% | 98 |
|
|
2023
Q3 | $878K | Hold |
12,743
| – | – | 0.1% | 98 |
|
|
2023
Q2 | $924K | Sell |
12,743
-4,216
| -25% | -$306K | 0.1% | 101 |
|
|
2023
Q1 | $1.21M | Buy |
16,959
+2,147
| +14% | +$154K | 0.14% | 87 |
|
|
2022
Q4 | $972K | Buy |
+14,812
| New | +$972K | 0.12% | 95 |
|
|
2019
Q1 | – | Sell |
-155
| Closed | -$9K | – | 321 |
|
|
2018
Q4 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 515 |
|