SW
SkyOak Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
7,348
-1,984
| -21% | -$177K | 0.13% | 101 |
|
|
2025
Q1 | $763K | Hold |
9,332
| – | – | 0.17% | 88 |
|
|
2024
Q4 | $706K | Buy |
9,332
+890
| +11% | +$67.3K | 0.15% | 91 |
|
|
2024
Q3 | $706K | Hold |
8,442
| – | – | 0.16% | 90 |
|
|
2024
Q2 | $661K | Buy |
8,442
+1,638
| +24% | +$128K | 0.15% | 94 |
|
|
2024
Q1 | $543K | Buy |
6,804
+262
| +4% | +$20.9K | 0.13% | 113 |
|
|
2023
Q4 | $493K | Hold |
6,542
| – | – | 0.13% | 122 |
|
|
2023
Q3 | $451K | Buy |
6,542
+148
| +2% | +$10.2K | 0.13% | 117 |
|
|
2023
Q2 | $464K | Buy |
6,394
+3,058
| +92% | +$222K | 0.13% | 131 |
|
|
2023
Q1 | $239K | Buy |
3,336
+46
| +1% | +$3.29K | 0.07% | 193 |
|
|
2022
Q4 | $216K | Buy |
+3,290
| New | +$216K | 0.07% | 195 |
|
|
2020
Q1 | – | Sell |
-69,559
| Closed | -$4.83M | – | 240 |
|
|
2019
Q4 | $4.83M | Buy |
+69,559
| New | +$4.83M | 1.5% | 12 |
|