Oak Family Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
5,325
+220
| +4% | +$19.7K | 0.15% | 64 |
|
|
2025
Q1 | $417K | Buy |
5,105
+25
| +0.5% | +$2.04K | 0.14% | 62 |
|
|
2024
Q4 | $384K | Sell |
5,080
-45
| -0.9% | -$3.4K | 0.14% | 73 |
|
|
2024
Q3 | $429K | Hold |
5,125
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $401K | Sell |
5,125
-300
| -6% | -$23.5K | 0.14% | 92 |
|
|
2024
Q1 | $433K | Hold |
5,425
| – | – | 0.17% | 88 |
|
|
2023
Q4 | $409K | Sell |
5,425
-200
| -4% | -$15.1K | 0.17% | 92 |
|
|
2023
Q3 | $388K | Sell |
5,625
-150
| -3% | -$10.3K | 0.18% | 84 |
|
|
2023
Q2 | $419K | Sell |
5,775
-825
| -13% | -$59.8K | 0.2% | 84 |
|
|
2023
Q1 | $472K | Sell |
6,600
-175
| -3% | -$12.5K | 0.23% | 76 |
|
|
2022
Q4 | $445K | Sell |
6,775
-740
| -10% | -$48.6K | 0.24% | 79 |
|
|
2022
Q3 | $421K | Sell |
7,515
-880
| -10% | -$49.3K | 0.23% | 71 |
|
|
2022
Q2 | $525K | Sell |
8,395
-500
| -6% | -$31.3K | 0.26% | 66 |
|
|
2022
Q1 | $655K | Sell |
8,895
-75
| -0.8% | -$5.52K | 0.26% | 67 |
|
|
2021
Q4 | $706K | Sell |
8,970
-20
| -0.2% | -$1.57K | 0.26% | 67 |
|
|
2021
Q3 | $701K | Sell |
8,990
-2,335
| -21% | -$182K | 0.26% | 61 |
|
|
2021
Q2 | $893K | Buy |
11,325
+1,940
| +21% | +$153K | 0.37% | 42 |
|
|
2021
Q1 | $712K | Sell |
9,385
-4,691
| -33% | -$356K | 0.31% | 52 |
|
|
2020
Q4 | $1.03M | Buy |
+14,076
| New | +$1.03M | 0.53% | 43 |
|