OWA
ORBA Wealth 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 | $261K | Sell |
3,123
-11,198
| -78% | -$935K | 0.24% | 65 |
|
|
2025
Q1 | $1.08M | Hold |
14,321
| – | – | 0.55% | 41 |
|
|
2024
Q4 | $1.01M | Sell |
14,321
-548
| -4% | -$38.5K | 0.53% | 41 |
|
|
2024
Q3 | $1.16M | Sell |
14,869
-250
| -2% | -$19.5K | 0.59% | 40 |
|
|
2024
Q2 | $1.1M | Buy |
15,119
+373
| +3% | +$27.1K | 0.57% | 38 |
|
|
2024
Q1 | $1.09M | Buy |
14,746
+1,736
| +13% | +$129K | 0.61% | 36 |
|
|
2023
Q4 | $915K | Buy |
+13,010
| New | +$915K | 0.55% | 39 |
|