Octavia Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $14.2M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $8.89M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $385K | Buy |
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