Oakwood Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $202K | Buy |
+2,703
| New | +$202K | 0.05% | 61 |
|
|
2021
Q1 | – | Sell |
-6,550
| Closed | -$453K | – | 61 |
|
|
2020
Q4 | $453K | Sell |
6,550
-246
| -4% | -$17K | 0.14% | 52 |
|
|
2020
Q3 | $410K | Buy |
6,796
+2,379
| +54% | +$144K | 0.15% | 50 |
|
|
2020
Q2 | $253K | Buy |
+4,417
| New | +$253K | 0.11% | 52 |
|
|
2020
Q1 | – | Sell |
-3,091
| Closed | -$202K | – | 47 |
|
|
2019
Q4 | $202K | Buy |
+3,091
| New | +$202K | 0.08% | 45 |
|