Live 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
Q3 | $695K | Sell |
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|
2025
Q2 | $665K | Sell |
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|
2025
Q1 | $604K | Buy |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $261K | Buy |
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