OPWM
Oakwell Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
18,170
+47
| +0.3% | +$4.2K | 0.37% | 27 |
|
|
2025
Q1 | $1.48M | Sell |
18,123
-2,842
| -14% | -$232K | 0.41% | 29 |
|
|
2024
Q4 | $1.59M | Hold |
20,965
| – | – | 0.44% | 25 |
|
|
2024
Q3 | $1.75M | Hold |
20,965
| – | – | 0.5% | 24 |
|
|
2024
Q2 | $1.64M | Hold |
20,965
| – | – | 0.46% | 25 |
|
|
2024
Q1 | $1.67M | Hold |
20,965
| – | – | 0.51% | 25 |
|
|
2023
Q4 | $1.58M | Hold |
20,965
| – | – | 0.55% | 26 |
|
|
2023
Q3 | $1.44M | Hold |
20,965
| – | – | 0.61% | 26 |
|
|
2023
Q2 | $1.52M | Sell |
20,965
-63
| -0.3% | -$4.57K | 0.64% | 26 |
|
|
2023
Q1 | $1.5M | Buy |
21,028
+63
| +0.3% | +$4.51K | 0.69% | 24 |
|
|
2022
Q4 | $1.38M | Hold |
20,965
| – | – | 0.66% | 23 |
|
|
2022
Q3 | $1.17M | Hold |
20,965
| – | – | 0.65% | 24 |
|
|
2022
Q2 | $1.31M | Buy |
20,965
+4,178
| +25% | +$261K | 0.75% | 19 |
|
|
2022
Q1 | $1.24M | Hold |
16,787
| – | – | 0.62% | 23 |
|
|
2021
Q4 | $1.32M | Hold |
16,787
| – | – | 0.66% | 21 |
|
|
2021
Q3 | $1.31M | Hold |
16,787
| – | – | 0.71% | 20 |
|
|
2021
Q2 | $1.32M | Hold |
16,787
| – | – | 0.85% | 19 |
|
|
2021
Q1 | $1.27M | Buy |
16,787
+1,314
| +8% | +$99.7K | 0.9% | 18 |
|
|
2020
Q4 | $1.13M | Buy |
+15,473
| New | +$1.13M | 0.89% | 19 |
|