Oak Harbor Wealth Partners’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 | $948K | Sell |
10,610
-270
| -2% | -$24.1K | 0.26% | 86 |
|
|
2025
Q1 | $889K | Buy |
10,880
+236
| +2% | +$19.3K | 0.25% | 85 |
|
|
2024
Q4 | $805K | Buy |
10,644
+1,271
| +14% | +$96.1K | 0.23% | 94 |
|
|
2024
Q3 | $784K | Buy |
9,373
+464
| +5% | +$38.8K | 0.22% | 100 |
|
|
2024
Q2 | $698K | Sell |
8,909
-284
| -3% | -$22.2K | 0.22% | 92 |
|
|
2024
Q1 | $734K | Sell |
9,193
-344
| -4% | -$27.5K | 0.23% | 96 |
|
|
2023
Q4 | $719K | Sell |
9,537
-991
| -9% | -$74.7K | 0.24% | 88 |
|
|
2023
Q3 | $726K | Sell |
10,528
-836
| -7% | -$57.6K | 0.26% | 84 |
|
|
2023
Q2 | $824K | Sell |
11,364
-122
| -1% | -$8.85K | 0.28% | 78 |
|
|
2023
Q1 | $821K | Buy |
11,486
+37
| +0.3% | +$2.65K | 0.3% | 78 |
|
|
2022
Q4 | $752K | Sell |
11,449
-510
| -4% | -$33.5K | 0.29% | 78 |
|
|
2022
Q3 | $670K | Buy |
11,959
+214
| +2% | +$12K | 0.26% | 78 |
|
|
2022
Q2 | $734K | Sell |
11,745
-20
| -0.2% | -$1.25K | 0.29% | 76 |
|
|
2022
Q1 | $866K | Sell |
11,765
-254
| -2% | -$18.7K | 0.28% | 78 |
|
|
2021
Q4 | $946K | Buy |
+12,019
| New | +$946K | 0.33% | 70 |
|