Okabena Investment Services’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 | $9.06M | Buy |
101,381
+1,839
| +2% | +$164K | 2.01% | 14 |
|
|
2025
Q1 | $8.14M | Buy |
99,542
+2,443
| +3% | +$200K | 2.05% | 15 |
|
|
2024
Q4 | $7.34M | Sell |
97,099
-6,207
| -6% | -$469K | 2.04% | 15 |
|
|
2024
Q3 | $8.64M | Hold |
103,306
| – | – | 2.44% | 11 |
|
|
2024
Q2 | $8.09M | Sell |
103,306
-2,500
| -2% | -$196K | 2.57% | 11 |
|
|
2024
Q1 | $8.45M | Hold |
105,806
| – | – | 2.81% | 9 |
|
|
2023
Q4 | $7.97M | Buy |
+105,806
| New | +$7.97M | 3.1% | 7 |
|
|
2022
Q4 | – | Sell |
-3,750
| Closed | -$210K | – | 225 |
|
|
2022
Q3 | $210K | Hold |
3,750
| – | – | 0.1% | 102 |
|
|
2022
Q2 | $234K | Hold |
3,750
| – | – | 0.12% | 86 |
|
|
2022
Q1 | $276K | Hold |
3,750
| – | – | 0.12% | 92 |
|
|
2021
Q4 | $295K | Buy |
+3,750
| New | +$295K | 0.11% | 94 |
|