Occidental Asset 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 | $1.37M | Sell |
16,423
-8,159
| -33% | -$681K | 0.19% | 92 |
|
|
2025
Q1 | $1.86M | Buy |
24,582
+20,370
| +484% | +$1.54M | 0.28% | 82 |
|
|
2024
Q4 | $296K | Sell |
4,212
-23,372
| -85% | -$1.64M | 0.05% | 166 |
|
|
2024
Q3 | $2.15M | Buy |
27,584
+4,848
| +21% | +$378K | 0.35% | 76 |
|
|
2024
Q2 | $1.65M | Sell |
22,736
-1,314
| -5% | -$95.4K | 0.29% | 87 |
|
|
2024
Q1 | $1.78M | Buy |
24,050
+2,346
| +11% | +$174K | 0.33% | 83 |
|
|
2023
Q4 | $1.53M | Buy |
21,704
+3,910
| +22% | +$275K | 0.32% | 85 |
|
|
2023
Q3 | $1.15M | Sell |
17,794
-12,054
| -40% | -$776K | 0.27% | 92 |
|
|
2023
Q2 | $2.01M | Buy |
+29,848
| New | +$2.01M | 0.46% | 60 |
|