Olympus Wealth Management’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 | $3.02M | Sell |
33,820
-5,181
| -13% | -$463K | 1.02% | 15 |
|
|
2025
Q1 | $3.19M | Sell |
39,001
-3,017
| -7% | -$247K | 1.4% | 13 |
|
|
2024
Q4 | $3.18M | Sell |
42,018
-992
| -2% | -$75K | 1.16% | 13 |
|
|
2024
Q3 | $3.6M | Sell |
43,010
-93,809
| -69% | -$7.85M | 1.24% | 13 |
|
|
2024
Q2 | $10.7M | Buy |
136,819
+119,971
| +712% | +$9.4M | 3.35% | 6 |
|
|
2024
Q1 | $1.35M | Sell |
16,848
-6,023
| -26% | -$481K | 0.8% | 13 |
|
|
2023
Q4 | $1.72M | Sell |
22,871
-12,315
| -35% | -$928K | 0.88% | 13 |
|
|
2023
Q3 | $2.42M | Sell |
35,186
-21,373
| -38% | -$1.47M | 1.39% | 10 |
|
|
2023
Q2 | $4.1M | Sell |
56,559
-1,237
| -2% | -$89.7K | 2.21% | 10 |
|
|
2023
Q1 | $4.13M | Sell |
57,796
-94,387
| -62% | -$6.75M | 2.27% | 10 |
|
|
2022
Q4 | $9.99M | Sell |
152,183
-44,637
| -23% | -$2.93M | 5.01% | 7 |
|
|
2022
Q3 | $11M | Buy |
196,820
+128,182
| +187% | +$7.18M | 4.76% | 7 |
|
|
2022
Q2 | $4.29M | Sell |
68,638
-158,349
| -70% | -$9.9M | 2.39% | 9 |
|
|
2022
Q1 | $16.7M | Sell |
226,987
-98,630
| -30% | -$7.26M | 8.08% | 6 |
|
|
2021
Q4 | $25.6M | Buy |
+325,617
| New | +$25.6M | 17.79% | 2 |
|