O'Connor Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
10,333
-298
| -3% | -$26.7K | 0.41% | 28 |
|
|
2025
Q1 | $869K | Buy |
10,631
+227
| +2% | +$18.6K | 0.45% | 25 |
|
|
2024
Q4 | $787K | Buy |
10,404
+198
| +2% | +$15K | 0.41% | 30 |
|
|
2024
Q3 | $854K | Buy |
10,206
+409
| +4% | +$34.2K | 0.45% | 27 |
|
|
2024
Q2 | $767K | Buy |
9,797
+483
| +5% | +$37.8K | 0.45% | 29 |
|
|
2024
Q1 | $744K | Sell |
9,314
-7,649
| -45% | -$611K | 0.44% | 27 |
|
|
2023
Q4 | $1.28M | Sell |
16,963
-1,381
| -8% | -$104K | 0.79% | 26 |
|
|
2023
Q3 | $1.26M | Sell |
18,344
-53
| -0.3% | -$3.65K | 0.87% | 26 |
|
|
2023
Q2 | $1.33M | Buy |
18,397
+782
| +4% | +$56.7K | 0.92% | 24 |
|
|
2023
Q1 | $1.26M | Buy |
+17,615
| New | +$1.26M | 0.95% | 24 |
|