Oldfather Financial 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 | $10.5M | Buy |
117,880
+4,205
| +4% | +$376K | 3.62% | 6 |
|
|
2025
Q1 | $9.29M | Buy |
113,675
+9,322
| +9% | +$762K | 3.53% | 7 |
|
|
2024
Q4 | $7.89M | Buy |
104,353
+979
| +0.9% | +$74K | 3.01% | 8 |
|
|
2024
Q3 | $8.65M | Sell |
103,374
-330
| -0.3% | -$27.6K | 3.33% | 6 |
|
|
2024
Q2 | $8.12M | Buy |
103,704
+1,615
| +2% | +$127K | 3.33% | 6 |
|
|
2024
Q1 | $8.15M | Buy |
102,089
+1,378
| +1% | +$110K | 3.36% | 6 |
|
|
2023
Q4 | $7.59M | Buy |
100,711
+4,218
| +4% | +$318K | 3.38% | 6 |
|
|
2023
Q3 | $6.65M | Buy |
96,493
+2,678
| +3% | +$185K | 3.37% | 6 |
|
|
2023
Q2 | $6.8M | Sell |
93,815
-3,160
| -3% | -$229K | 3.32% | 6 |
|
|
2023
Q1 | $6.94M | Buy |
96,975
+4,548
| +5% | +$325K | 3.59% | 7 |
|
|
2022
Q4 | $6.07M | Buy |
92,427
+4,370
| +5% | +$287K | 3.46% | 7 |
|
|
2022
Q3 | $4.93M | Buy |
88,057
+4,834
| +6% | +$271K | 3.09% | 7 |
|
|
2022
Q2 | $5.37M | Buy |
83,223
+8,539
| +11% | +$551K | 3.06% | 8 |
|
|
2022
Q1 | $5.19M | Buy |
74,684
+2,699
| +4% | +$187K | 2.82% | 8 |
|
|
2021
Q4 | $5.53M | Buy |
71,985
+7,304
| +11% | +$561K | 2.9% | 8 |
|
|
2021
Q3 | $5.26M | Buy |
64,681
+2,673
| +4% | +$218K | 2.71% | 8 |
|
|
2021
Q2 | $4.99M | Buy |
62,008
+4,240
| +7% | +$341K | 2.73% | 8 |
|
|
2021
Q1 | $4.49M | Buy |
57,768
+1,009
| +2% | +$78.4K | 2.58% | 9 |
|
|
2020
Q4 | $4.24M | Buy |
56,759
+4,731
| +9% | +$353K | 2.52% | 9 |
|
|
2020
Q3 | $3.39M | Buy |
52,028
+1,314
| +3% | +$85.7K | 2.42% | 9 |
|
|
2020
Q2 | $3.22M | Buy |
50,714
+4,411
| +10% | +$280K | 2.49% | 9 |
|
|
2020
Q1 | $2.6M | Buy |
46,303
+6,595
| +17% | +$370K | 2.47% | 8 |
|
|
2019
Q4 | $2.73M | Buy |
+39,708
| New | +$2.73M | 2.53% | 9 |
|