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Oxinas Partners Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oxinas Partners Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
2,428
-183
-7% -$17.6K 0.09% 136
2026
Q1 		$236K Buy
2,611
+229
+10% +$21.4K 0.11% 129
2025
Q4 		$213K Sell
2,382
-380
-14% -$33.6K 0.1% 124
2025
Q3 		$241K Sell
2,762
-584
-17% -$49.6K 0.13% 109
2025
Q2 		$279K Sell
3,346
-55
-2% -$4.37K 0.14% 109
2025
Q1 		$257K Hold
3,401
– – 0.15% 104
2024
Q4 		$239K Buy
3,401
+5
+0.1% +$369 0.14% 105
2024
Q3 		$265K Sell
3,396
-100
-3% -$7.49K 0.16% 99
2024
Q2 		$254K Buy
3,496
+5
+0.1% +$368 0.17% 105
2024
Q1 		$259K Sell
3,491
-46
-1% -$3.27K 0.17% 105
2023
Q4 		$249K Sell
3,537
-69
-2% -$4.55K 0.18% 95
2023
Q3 		$232K Sell
3,606
-4
-0.1% -$268 0.17% 100
2023
Q2 		$244K Sell
3,610
-99
-3% -$6.71K 0.16% 105
2023
Q1 		$248K Hold
3,709
– – 0.18% 92
2022
Q4 		$229K Sell
3,709
-267
-7% -$15.7K 0.19% 82
2022
Q3 		$209K Sell
3,976
-246
-6% -$14.5K 0.17% 82
2022
Q2 		$248K Sell
4,222
-462
-10% -$29.6K 0.19% 86
2022
Q1 		$326K Sell
4,684
-10,592
-69% -$749K 0.2% 80
2021
Q4 		$1.14M Sell
15,276
-2,351
-13% -$177K 0.65% 44
2021
Q3 		$1.31M Sell
17,627
-1,016
-5% -$77.3K 0.76% 38
2021
Q2 		$1.4M Buy
18,643
+1,241
+7% +$93.7K 0.8% 34
2021
Q1 		$1.25M Sell
17,402
-146
-0.8% -$10.4K 0.8% 40
2020
Q4 		$1.21M Buy
+17,548
New +$1.13M 0.9% 31

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BB
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SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return