Olympus Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4M | Buy |
819,171
+150,725
| +23% | +$12.6M | 22.97% | 1 |
|
|
2025
Q1 | $50.6M | Sell |
668,446
-137,326
| -17% | -$10.4M | 22.2% | 1 |
|
|
2024
Q4 | $56.6M | Buy |
805,772
+9,975
| +1% | +$701K | 20.62% | 2 |
|
|
2024
Q3 | $62.1M | Sell |
795,797
-2,866
| -0.4% | -$224K | 21.36% | 2 |
|
|
2024
Q2 | $58M | Buy |
798,663
+240,544
| +43% | +$17.5M | 18.15% | 2 |
|
|
2024
Q1 | $41.4M | Sell |
558,119
-122,948
| -18% | -$9.13M | 24.55% | 1 |
|
|
2023
Q4 | $47.9M | Sell |
681,067
-1,672
| -0.2% | -$118K | 24.59% | 1 |
|
|
2023
Q3 | $43.9M | Sell |
682,739
-4,367
| -0.6% | -$281K | 25.15% | 1 |
|
|
2023
Q2 | $46.4M | Buy |
687,106
+14,403
| +2% | +$972K | 24.99% | 1 |
|
|
2023
Q1 | $45M | Sell |
672,703
-79,987
| -11% | -$5.35M | 24.7% | 1 |
|
|
2022
Q4 | $46.4M | Sell |
752,690
-42,714
| -5% | -$2.63M | 23.29% | 1 |
|
|
2022
Q3 | $41.9M | Buy |
795,404
+59,618
| +8% | +$3.14M | 18.07% | 2 |
|
|
2022
Q2 | $43.3M | Buy |
735,786
+321,835
| +78% | +$18.9M | 24.16% | 1 |
|
|
2022
Q1 | $28.8M | Buy |
413,951
+355,179
| +604% | +$24.7M | 13.92% | 2 |
|
|
2021
Q4 | $4.39M | Buy |
+58,772
| New | +$4.39M | 3.05% | 9 |
|