Bull Oak Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
354,110
+4,135
| +1% | +$345K | 13.47% | 2 |
|
|
2025
Q1 | $26.5M | Buy |
349,975
+26,663
| +8% | +$2.02M | 14.43% | 2 |
|
|
2024
Q4 | $22.7M | Buy |
323,312
+32,600
| +11% | +$2.29M | 12.64% | 3 |
|
|
2024
Q3 | $22.7M | Buy |
290,712
+6,889
| +2% | +$538K | 13.03% | 3 |
|
|
2024
Q2 | $20.6M | Buy |
283,823
+49,544
| +21% | +$3.6M | 13.28% | 3 |
|
|
2024
Q1 | $17.4M | Sell |
234,279
-2,527
| -1% | -$188K | 11.65% | 4 |
|
|
2023
Q4 | $16.7M | Buy |
+236,806
| New | +$16.7M | 4.28% | 7 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 82 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 9 |
|
|
2023
Q1 | – | Sell |
-73,643
| Closed | -$4.54M | – | 11 |
|
|
2022
Q4 | $4.54M | Buy |
+73,643
| New | +$4.54M | 3.83% | 7 |
|
|
2022
Q2 | – | Sell |
-3,643
| Closed | -$253K | – | 23 |
|
|
2022
Q1 | $253K | Hold |
3,643
| – | – | 0.21% | 25 |
|
|
2021
Q4 | $272K | Buy |
+3,643
| New | +$272K | 0.25% | 18 |
|