OneDigital Investment Advisors’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 | $3.98M | Buy |
44,515
+2,298
| +5% | +$205K | 0.04% | 276 |
|
|
2025
Q1 | $3.45M | Sell |
42,217
-8,306
| -16% | -$679K | 0.04% | 293 |
|
|
2024
Q4 | $3.82M | Sell |
50,523
-909
| -2% | -$68.7K | 0.04% | 285 |
|
|
2024
Q3 | $4.3M | Buy |
51,432
+24,986
| +94% | +$2.09M | 0.05% | 269 |
|
|
2024
Q2 | $2.07M | Buy |
26,446
+1,438
| +6% | +$113K | 0.03% | 413 |
|
|
2024
Q1 | $2M | Sell |
25,008
-325
| -1% | -$26K | 0.03% | 336 |
|
|
2023
Q4 | $1.91M | Sell |
25,333
-24,018
| -49% | -$1.81M | 0.03% | 323 |
|
|
2023
Q3 | $3.4M | Buy |
49,351
+3,602
| +8% | +$248K | 0.07% | 198 |
|
|
2023
Q2 | $3.32M | Buy |
45,749
+451
| +1% | +$32.7K | 0.07% | 198 |
|
|
2023
Q1 | $3.24M | Buy |
45,298
+10,602
| +31% | +$758K | 0.08% | 194 |
|
|
2022
Q4 | $2.28M | Buy |
34,696
+7,753
| +29% | +$509K | 0.07% | 238 |
|
|
2022
Q3 | $1.51M | Buy |
26,943
+697
| +3% | +$39K | 0.06% | 228 |
|
|
2022
Q2 | $1.64M | Buy |
26,246
+2,086
| +9% | +$130K | 0.07% | 187 |
|
|
2022
Q1 | $1.78M | Sell |
24,160
-142
| -0.6% | -$10.5K | 0.07% | 183 |
|
|
2021
Q4 | $1.91M | Buy |
24,302
+340
| +1% | +$26.8K | 0.07% | 169 |
|
|
2021
Q3 | $1.87M | Sell |
23,962
-1,486
| -6% | -$116K | 0.07% | 168 |
|
|
2021
Q2 | $2.01M | Sell |
25,448
-3,915
| -13% | -$309K | 0.08% | 161 |
|
|
2021
Q1 | $2.23M | Buy |
29,363
+3,974
| +16% | +$302K | 0.1% | 138 |
|
|
2020
Q4 | $1.89M | Sell |
25,389
-1,721
| -6% | -$128K | 0.1% | 146 |
|
|
2020
Q3 | $1.73M | Sell |
27,110
-2,059
| -7% | -$131K | 0.12% | 136 |
|
|
2020
Q2 | $1.84M | Sell |
29,169
-353
| -1% | -$22.3K | 0.13% | 144 |
|
|
2020
Q1 | $1.63M | Buy |
29,522
+5,022
| +20% | +$277K | 0.14% | 141 |
|
|
2019
Q4 | $1.7M | Buy |
24,500
+342
| +1% | +$23.7K | 0.13% | 142 |
|
|
2019
Q3 | $1.58M | Buy |
24,158
+17,563
| +266% | +$1.15M | 0.14% | 131 |
|
|
2019
Q2 | $433K | Sell |
6,595
-12,886
| -66% | -$846K | 0.03% | 275 |
|
|
2019
Q1 | $1.29M | Sell |
19,481
-4,916
| -20% | -$326K | 0.19% | 94 |
|
|
2018
Q4 | $1.43M | Sell |
24,397
-5,261
| -18% | -$309K | 0.24% | 89 |
|
|
2018
Q3 | $2.02M | Sell |
29,658
-313
| -1% | -$21.3K | 0.47% | 38 |
|
|
2018
Q2 | $2.03M | Sell |
29,971
-753
| -2% | -$51K | 0.43% | 42 |
|
|
2018
Q1 | $2.14M | Sell |
30,724
-2,116
| -6% | -$147K | 0.47% | 46 |
|
|
2017
Q4 | $2.31M | Buy |
32,840
+21,479
| +189% | +$1.51M | 0.26% | 42 |
|
|
2017
Q3 | $778K | Sell |
11,361
-17,230
| -60% | -$1.18M | 0.29% | 48 |
|
|
2017
Q2 | $1.86M | Buy |
+28,591
| New | +$1.86M | 0.56% | 37 |
|