Occidental Asset Management’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 | $321K | Buy |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $331K | Hold |
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $365K | Hold |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $315K | Sell |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $460K | Sell |
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|
2017
Q3 | $468K | Buy |
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|
2017
Q2 | $435K | Buy |
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|
2017
Q1 | $380K | Buy |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $472K | Sell |
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|
2016
Q2 | $895K | Buy |
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