OA
Operose Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
6,461
+571
| +10% | +$51K | 0.16% | 70 |
|
|
2025
Q1 | $481K | Sell |
5,890
-140
| -2% | -$11.4K | 0.16% | 74 |
|
|
2024
Q4 | $456K | Buy |
6,030
+4,051
| +205% | +$306K | 0.16% | 80 |
|
|
2024
Q3 | $166K | Buy |
1,979
+1,957
| +8,895% | +$164K | 0.05% | 157 |
|
|
2024
Q2 | $1.72K | Hold |
22
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $1.76K | Sell |
22
-6,047
| -100% | -$483K | ﹤0.01% | 596 |
|
|
2023
Q4 | $457K | Buy |
6,069
+2,978
| +96% | +$224K | 0.18% | 60 |
|
|
2023
Q3 | $213K | Hold |
3,091
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $224K | Hold |
3,091
| – | – | 0.1% | 77 |
|
|
2023
Q1 | $221K | Hold |
3,091
| – | – | 0.11% | 65 |
|
|
2022
Q4 | $203K | Hold |
3,091
| – | – | 0.11% | 66 |
|
|
2022
Q3 | $173K | Hold |
3,091
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $193K | Hold |
3,091
| – | – | 0.14% | 58 |
|
|
2022
Q1 | $227K | Sell |
3,091
-400
| -11% | -$29.4K | 0.16% | 63 |
|
|
2021
Q4 | $275K | Buy |
+3,491
| New | +$275K | 0.22% | 48 |
|