Oakwell Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Sell |
85,850
-76
| -0.1% | -$6.34K | 1.65% | 13 |
|
|
2025
Q1 | $6.5M | Sell |
85,926
-2,680
| -3% | -$203K | 1.79% | 13 |
|
|
2024
Q4 | $6.23M | Sell |
88,606
-1,217
| -1% | -$85.5K | 1.75% | 13 |
|
|
2024
Q3 | $7.01M | Sell |
89,823
-3,421
| -4% | -$267K | 2.02% | 11 |
|
|
2024
Q2 | $6.77M | Sell |
93,244
-71
| -0.1% | -$5.16K | 1.91% | 13 |
|
|
2024
Q1 | $6.93M | Sell |
93,315
-745
| -0.8% | -$55.3K | 2.11% | 11 |
|
|
2023
Q4 | $6.62M | Sell |
94,060
-1,262
| -1% | -$88.8K | 2.31% | 10 |
|
|
2023
Q3 | $6.13M | Sell |
95,322
-316
| -0.3% | -$20.3K | 2.6% | 8 |
|
|
2023
Q2 | $6.46M | Buy |
95,638
+718
| +0.8% | +$48.5K | 2.7% | 8 |
|
|
2023
Q1 | $6.35M | Sell |
94,920
-3,097
| -3% | -$207K | 2.89% | 9 |
|
|
2022
Q4 | $6.04M | Buy |
98,017
+28,283
| +41% | +$1.74M | 2.89% | 9 |
|
|
2022
Q3 | $3.67M | Buy |
69,734
+55,505
| +390% | +$2.92M | 2.03% | 13 |
|
|
2022
Q2 | $837K | Buy |
14,229
+10,152
| +249% | +$597K | 0.48% | 30 |
|
|
2022
Q1 | $283K | Sell |
4,077
-2,072
| -34% | -$144K | 0.14% | 52 |
|
|
2021
Q4 | $459K | Buy |
6,149
+3
| +0% | +$224 | 0.23% | 42 |
|
|
2021
Q3 | $456K | Sell |
6,146
-1,130
| -16% | -$83.8K | 0.25% | 42 |
|
|
2021
Q2 | $545K | Buy |
7,276
+147
| +2% | +$11K | 0.35% | 41 |
|
|
2021
Q1 | $514K | Buy |
7,129
+585
| +9% | +$42.2K | 0.36% | 37 |
|
|
2020
Q4 | $452K | Buy |
+6,544
| New | +$452K | 0.36% | 40 |
|