Oxinas Partners Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
3,346
-55
| -2% | -$4.59K | 0.14% | 109 |
|
|
2025
Q1 | $257K | Hold |
3,401
| – | – | 0.15% | 104 |
|
|
2024
Q4 | $239K | Buy |
3,401
+5
| +0.1% | +$351 | 0.14% | 105 |
|
|
2024
Q3 | $265K | Sell |
3,396
-100
| -3% | -$7.81K | 0.16% | 99 |
|
|
2024
Q2 | $254K | Buy |
3,496
+5
| +0.1% | +$363 | 0.17% | 105 |
|
|
2024
Q1 | $259K | Sell |
3,491
-46
| -1% | -$3.41K | 0.17% | 105 |
|
|
2023
Q4 | $249K | Sell |
3,537
-69
| -2% | -$4.86K | 0.18% | 95 |
|
|
2023
Q3 | $232K | Sell |
3,606
-4
| -0.1% | -$257 | 0.17% | 100 |
|
|
2023
Q2 | $244K | Sell |
3,610
-99
| -3% | -$6.68K | 0.16% | 105 |
|
|
2023
Q1 | $248K | Hold |
3,709
| – | – | 0.18% | 92 |
|
|
2022
Q4 | $229K | Sell |
3,709
-267
| -7% | -$16.5K | 0.19% | 82 |
|
|
2022
Q3 | $209K | Sell |
3,976
-246
| -6% | -$12.9K | 0.17% | 82 |
|
|
2022
Q2 | $248K | Sell |
4,222
-462
| -10% | -$27.1K | 0.19% | 86 |
|
|
2022
Q1 | $326K | Sell |
4,684
-10,592
| -69% | -$737K | 0.2% | 80 |
|
|
2021
Q4 | $1.14M | Sell |
15,276
-2,351
| -13% | -$175K | 0.65% | 44 |
|
|
2021
Q3 | $1.31M | Sell |
17,627
-1,016
| -5% | -$75.4K | 0.76% | 38 |
|
|
2021
Q2 | $1.4M | Buy |
18,643
+1,241
| +7% | +$92.9K | 0.8% | 34 |
|
|
2021
Q1 | $1.25M | Sell |
17,402
-146
| -0.8% | -$10.5K | 0.8% | 40 |
|
|
2020
Q4 | $1.21M | Buy |
+17,548
| New | +$1.21M | 0.9% | 31 |
|