Octavia Wealth Advisors’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 | $268K | Sell |
3,001
-102
| -3% | -$9.12K | 0.03% | 180 |
|
|
2025
Q1 | $254K | Sell |
3,103
-37
| -1% | -$3.02K | 0.03% | 187 |
|
|
2024
Q4 | $237K | Sell |
3,140
-70
| -2% | -$5.29K | 0.03% | 201 |
|
|
2024
Q3 | $268K | Buy |
3,210
+6
| +0.2% | +$502 | 0.03% | 181 |
|
|
2024
Q2 | $251K | Buy |
3,204
+500
| +18% | +$39.2K | 0.03% | 188 |
|
|
2024
Q1 | $216K | Buy |
+2,704
| New | +$216K | 0.03% | 201 |
|
|
2021
Q1 | – | Sell |
-2,777
| Closed | -$203K | – | 167 |
|
|
2020
Q4 | $203K | Buy |
+2,777
| New | +$203K | 0.07% | 149 |
|