Silver Oak Securities’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 | $823K | Sell |
9,861
-461
| -4% | -$38.5K | 0.07% | 295 |
|
|
2025
Q1 | $789K | Buy |
10,322
+666
| +7% | +$50.9K | 0.07% | 280 |
|
|
2024
Q4 | $679K | Sell |
9,656
-2,290
| -19% | -$161K | 0.06% | 313 |
|
|
2024
Q3 | $923K | Buy |
11,946
+1,214
| +11% | +$93.8K | 0.1% | 215 |
|
|
2024
Q2 | $780K | Sell |
10,732
-73
| -0.7% | -$5.3K | 0.12% | 165 |
|
|
2024
Q1 | $802K | Buy |
10,805
+417
| +4% | +$31K | 0.12% | 170 |
|
|
2023
Q4 | $731K | Sell |
10,388
-746
| -7% | -$52.5K | 0.1% | 217 |
|
|
2023
Q3 | $716K | Buy |
11,134
+973
| +10% | +$62.6K | 0.16% | 124 |
|
|
2023
Q2 | $686K | Buy |
10,161
+887
| +10% | +$59.9K | 0.11% | 190 |
|
|
2023
Q1 | $620K | Buy |
9,274
+579
| +7% | +$38.7K | 0.1% | 164 |
|
|
2022
Q4 | $536K | Sell |
8,695
-2,439
| -22% | -$150K | 0.1% | 144 |
|
|
2022
Q3 | $716K | Buy |
11,134
+4,371
| +65% | +$281K | 0.16% | 124 |
|
|
2022
Q2 | $407K | Buy |
6,763
+923
| +16% | +$55.5K | 0.09% | 152 |
|
|
2022
Q1 | $400K | Buy |
+5,840
| New | +$400K | 0.08% | 187 |
|