One 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 | $698K | Sell |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $728K | Hold |
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|
2024
Q2 | $672K | Sell |
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|
2024
Q1 | $708K | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $944K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $724K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $404K | Sell |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $1.24M | Buy |
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