Optimum Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $741K | Sell |
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|
2025
Q2 | $723K | Hold |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $601K | Hold |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $499K | Hold |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $523K | Hold |
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|
2021
Q4 | $559K | Hold |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $518K | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $517K | Sell |
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|
2019
Q4 | $675K | Sell |
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|
2019
Q3 | $689K | Buy |
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|
2019
Q2 | $671K | Sell |
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|
2019
Q1 | $730K | Sell |
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|
2018
Q4 | $736K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $610K | Buy |
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|
2016
Q4 | $412K | Sell |
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|
2016
Q3 | $454K | Buy |
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|
2016
Q2 | $373K | Buy |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $285K | Buy |
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|
2015
Q3 | $241K | Buy |
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|
2015
Q1 | $258K | Sell |
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|
2014
Q4 | $388K | Sell |
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|
2014
Q3 | $454K | Buy |
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|
2014
Q2 | $449K | Buy |
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|
2014
Q1 | $210K | Buy |
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|
2013
Q4 | $194K | Hold |
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|
2013
Q3 | $185K | Buy |
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