OWA
ORBA Wealth 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 | $999K | Sell |
11,178
-4,358
| -28% | -$390K | 0.91% | 29 |
|
|
2025
Q1 | $1.27M | Sell |
15,536
-100
| -0.6% | -$8.17K | 0.64% | 40 |
|
|
2024
Q4 | $1.18M | Sell |
15,636
-5
| -0% | -$378 | 0.62% | 39 |
|
|
2024
Q3 | $1.31M | Sell |
15,641
-65
| -0.4% | -$5.44K | 0.66% | 38 |
|
|
2024
Q2 | $1.23M | Buy |
15,706
+280
| +2% | +$21.9K | 0.64% | 37 |
|
|
2024
Q1 | $1.23M | Hold |
15,426
| – | – | 0.68% | 34 |
|
|
2023
Q4 | $1.16M | Buy |
+15,426
| New | +$1.16M | 0.7% | 34 |
|