Oak Family Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$495K Sell
2025
Q2
$476K Buy
2025
Q1
$417K Buy
2024
Q4
$384K Sell
2024
Q3
$429K Hold
2024
Q2
$401K Sell
2024
Q1
$433K Hold
2023
Q4
$409K Sell
2023
Q3
$388K Sell
2023
Q2
$419K Sell
2023
Q1
$472K Sell
2022
Q4
$445K Sell
2022
Q3
$421K Sell
2022
Q2
$525K Sell
2022
Q1
$655K Sell
2021
Q4
$706K Sell
2021
Q3
$701K Sell
2021
Q2
$893K Buy
2021
Q1
$712K Sell
2020
Q4
$1.03M Buy