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 | 
         |