OA
Operose Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
29,581
+772
| +3% | +$64.4K | 0.7% | 21 |
|
|
2025
Q1 | $2.18M | Buy |
28,809
+154
| +0.5% | +$11.7K | 0.72% | 20 |
|
|
2024
Q4 | $2.01M | Buy |
28,655
+18,397
| +179% | +$1.29M | 0.69% | 24 |
|
|
2024
Q3 | $801K | Sell |
10,258
-26
| -0.3% | -$2.03K | 0.26% | 54 |
|
|
2024
Q2 | $747K | Buy |
10,284
+67
| +0.7% | +$4.87K | 0.26% | 49 |
|
|
2024
Q1 | $758K | Buy |
10,217
+198
| +2% | +$14.7K | 0.26% | 56 |
|
|
2023
Q4 | $705K | Buy |
10,019
+3,700
| +59% | +$260K | 0.28% | 41 |
|
|
2023
Q3 | $407K | Buy |
+6,319
| New | +$407K | 0.16% | 62 |
|