Brandywine Oak Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Sell |
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|
2025
Q1 | $26.1M | Buy |
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|
2024
Q4 | $23.6M | Buy |
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|
2024
Q3 | $25.2M | Buy |
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|
2024
Q2 | $22.8M | Buy |
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|
2024
Q1 | $22.5M | Buy |
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|
2023
Q4 | $20.2M | Sell |
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $18.6M | Buy |
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|
2023
Q1 | $16.2M | Buy |
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $217K | Buy |
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