Osborne Partners Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
16,851
-2,400
| -12% | -$215K | 0.08% | 138 |
|
|
2025
Q1 | $1.57M | Sell |
19,251
-1,150
| -6% | -$94K | 0.09% | 130 |
|
|
2024
Q4 | $1.54M | Sell |
20,401
-150
| -0.7% | -$11.3K | 0.09% | 132 |
|
|
2024
Q3 | $1.72M | Buy |
20,551
+677
| +3% | +$56.6K | 0.1% | 126 |
|
|
2024
Q2 | $1.56M | Buy |
19,874
+981
| +5% | +$76.8K | 0.09% | 127 |
|
|
2024
Q1 | $1.51M | Sell |
18,893
-1,457
| -7% | -$116K | 0.09% | 127 |
|
|
2023
Q4 | $1.53M | Sell |
20,350
-788
| -4% | -$59.4K | 0.1% | 125 |
|
|
2023
Q3 | $1.46M | Sell |
21,138
-2,450
| -10% | -$169K | 0.11% | 119 |
|
|
2023
Q2 | $1.71M | Sell |
23,588
-533
| -2% | -$38.6K | 0.12% | 120 |
|
|
2023
Q1 | $1.73M | Sell |
24,121
-617
| -2% | -$44.1K | 0.13% | 123 |
|
|
2022
Q4 | $1.62M | Buy |
24,738
+2,118
| +9% | +$139K | 0.13% | 123 |
|
|
2022
Q3 | $1.27M | Hold |
22,620
| – | – | 0.11% | 126 |
|
|
2022
Q2 | $1.41M | Buy |
22,620
+517
| +2% | +$32.3K | 0.11% | 127 |
|
|
2022
Q1 | $1.63M | Sell |
22,103
-7,914
| -26% | -$583K | 0.12% | 111 |
|
|
2021
Q4 | $2.36M | Buy |
30,017
+971
| +3% | +$76.4K | 0.17% | 102 |
|
|
2021
Q3 | $2.27M | Sell |
29,046
-1,520
| -5% | -$119K | 0.18% | 98 |
|
|
2021
Q2 | $2.41M | Buy |
30,566
+861
| +3% | +$67.9K | 0.2% | 100 |
|
|
2021
Q1 | $2.25M | Buy |
+29,705
| New | +$2.25M | 0.21% | 102 |
|